Adams Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History

Adams Wealth Management

  • $383 Million
  • Q1 2024

A detailed history of Adams Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Adams Wealth Management holds 5,843 shares of SPTM stock, worth $387,683. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,843
Previous 3,917 49.17%
Holding current value
$387,683
Previous $228,000 64.04%
% of portfolio
0.1%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
BUY
$57.38 - $64.15 $110,513 - $123,552
1,926 Added 49.17%
5,843 $374,000
Q4 2023

Feb 12, 2024
SELL
$50.31 - $58.65 $139,157 - $162,225
-2,766 Reduced 41.39%
3,917 $228,000
Q3 2023

Nov 09, 2023
BUY
$52.22 - $56.31 $96,607 - $104,173
1,850 Added 38.28%
6,683 $350,000
Q2 2023

Aug 14, 2023
BUY
$49.75 - $54.44 $37,810 - $41,374
760 Added 18.66%
4,833 $263,000
Q1 2023

May 03, 2023
BUY
$46.97 - $51.65 $191,308 - $210,370
4,073 New
4,073 $205,000

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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