Advance Capital Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Advance Capital Management, Inc.

$1.39 Billion
Q1 2024

A detailed history of Advance Capital Management, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Advance Capital Management, Inc. holds 20,840 shares of SPTM stock, worth $1.4 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

20,840

Previous 20,357 2.37%

Holding current value

$1.4 Million

Previous $1.19 Million 12.36%

% of portfolio

0.1%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 04, 2024	BUY	$57.38 - $64.15 $27,714 - $30,984	483 Added 2.37%	20,840 $1.34 Million
Q4 2023 Jan 10, 2024	SELL	$50.31 - $58.65 $20,526 - $23,929	-408 Reduced 1.96%	20,357 $1.19 Million
Q3 2023 Oct 13, 2023	BUY	$52.22 - $56.31 $38,538 - $41,556	738 Added 3.69%	20,765 $1.09 Million
Q2 2023 Jul 03, 2023	BUY	$49.75 - $54.44 $3,233 - $3,538	65 Added 0.33%	20,027 $1.09 Million
Q1 2023 Apr 04, 2023	SELL	$46.97 - $51.65 $125,738 - $138,267	-2,677 Reduced 11.82%	19,962 $1.01 Million

Q3 2022 Oct 28, 2022	BUY	N/A	407 Added 1.83%	22,639 $999,000
Q4 2021 Jan 14, 2022	BUY	N/A	22,232 New	22,232 $0

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

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Advance Capital Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History