Aldebaran Financial Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Aldebaran Financial Inc.

$99.1 Million
Q3 2025

A detailed history of Aldebaran Financial Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Aldebaran Financial Inc. holds 86,299 shares of SPTM stock, worth $7 Million. This represents 7.02% of its overall portfolio holdings.

Number of Shares

86,299

Previous 73,014 18.2%

Holding current value

$7 Million

Previous $5.47 Million 27.29%

% of portfolio

7.02%

Previous 6.1%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 19, 2025	BUY	$74.93 - $80.73 $995,445 - $1.07 Million	13,285 Added 18.2%	86,299 $6.96 Million
Q2 2025 Aug 14, 2025	BUY	$60.34 - $74.89 $265,314 - $329,291	4,397 Added 6.41%	73,014 $5.47 Million
Q1 2025 May 08, 2025	SELL	$67.03 - $74.61 $92,233 - $102,663	-1,376 Reduced 1.97%	68,617 $4.67 Million
Q4 2024 Feb 14, 2025	BUY	$69.3 - $74.3 $213,305 - $228,695	3,078 Added 4.6%	69,993 $5 Million
Q3 2024 Nov 21, 2024	BUY	$63.28 - $70.06 $41,195 - $45,609	651 Added 0.98%	66,915 $4.69 Million

Q2 2024 Aug 22, 2024	BUY	$60.69 - $66.83 $516,896 - $569,191	8,517 Added 14.75%	66,264 $4.4 Million
Q1 2024 May 13, 2024	BUY	$57.38 - $64.15 $452,785 - $506,207	7,891 Added 15.83%	57,747 $3.7 Million
Q4 2023 Feb 01, 2024	BUY	$50.31 - $58.65 $25,305 - $29,500	503 Added 1.02%	49,856 $2.91 Million
Q3 2023 Nov 06, 2023	BUY	$52.22 - $56.31 $451,076 - $486,405	8,638 Added 21.22%	49,353 $2.59 Million
Q2 2023 Jul 25, 2023	SELL	$49.75 - $54.44 $94,027 - $102,891	-1,890 Reduced 4.44%	40,715 $2.22 Million
Q1 2023 Apr 24, 2023	SELL	$46.97 - $51.65 $119,773 - $131,707	-2,550 Reduced 5.65%	42,605 $2.15 Million
Q4 2022 Mar 06, 2023	SELL	$44.09 - $50.41 $17,371 - $19,861	-394 Reduced 0.87%	45,155 $2.14 Million
Q3 2022 Nov 14, 2022	BUY	$44.11 - $53.04 $50,417 - $60,624	1,143 Added 2.57%	45,549 $2.03 Million
Q2 2022 Aug 01, 2022	SELL	$45.19 - $56.15 $56,216 - $69,850	-1,244 Reduced 2.73%	44,406 $2.05 Million
Q1 2022 Apr 18, 2022	SELL	$51.36 - $58.82 $98,354 - $112,640	-1,915 Reduced 4.03%	45,650 $2.54 Million
Q4 2021 Feb 16, 2022	SELL	$52.99 - $58.74 $30,840 - $34,186	-582 Reduced 1.21%	47,565 $2.78 Million
Q3 2021 Oct 21, 2021	SELL	$52.32 - $55.93 $11,353 - $12,136	-217 Reduced 0.45%	48,147 $2.55 Million
Q2 2021 Jul 16, 2021	SELL	$49.77 - $52.97 $355,855 - $378,735	-7,150 Reduced 12.88%	48,364 $2.57 Million
Q1 2021 May 03, 2021	SELL	$45.48 - $49.44 $71,403 - $77,620	-1,570 Reduced 2.75%	55,514 $2.73 Million
Q4 2020 Feb 05, 2021	BUY	$39.96 - $46.09 $239,600 - $276,355	5,996 Added 11.74%	57,084 $2.63 Million
Q3 2020 Oct 19, 2020	BUY	$37.97 - $43.65 $213,922 - $245,924	5,634 Added 12.39%	51,088 $2.09 Million
Q2 2020 Jul 20, 2020	SELL	$29.99 - $39.74 $138,853 - $183,996	-4,630 Reduced 9.24%	45,454 $1.72 Million
Q1 2020 Apr 24, 2020	SELL	$27.12 - $41.81 $196,104 - $302,328	-7,231 Reduced 12.62%	50,084 $1.58 Million
Q4 2019 Feb 10, 2020	SELL	$35.63 - $39.97 $74,252 - $83,297	-2,084 Reduced 3.51%	57,315 $2.29 Million
Q3 2019 Oct 21, 2019	BUY	$36.53 - $37.33 $851,295 - $869,938	23,304 Added 64.56%	59,399 $2.15 Million
Q2 2019 Aug 14, 2019	BUY	N/A	5,706 Added 18.78%	36,095 $1.32 Million
Q1 2019 Apr 23, 2019	BUY	N/A	22,928 Added 307.3%	30,389 $1.07 Million
Q4 2018 Feb 14, 2019	BUY	N/A	330 Added 4.63%	7,461 $231,000
Q3 2018 Nov 08, 2018	BUY	N/A	7,131 New	7,131 $258,000

Others Institutions Holding SPTM

# of Institutions

760

Shares Held

98.3M

Call Options Held

46.9K

Put Options Held

View Full List

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Aldebaran Financial Inc. Spdr Portfolio S&P 1500 Compos Transaction History