Alta Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History

Alta Wealth Advisors LLC

  • $197 Million
  • Q1 2024

A detailed history of Alta Wealth Advisors LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 18,916 shares of SPTM stock, worth $1.27 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
18,916
Previous 19,154 1.24%
Holding current value
$1.27 Million
Previous $1.12 Million 8.4%
% of portfolio
0.62%
Previous 0.62%

Shares

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

May 01, 2024
SELL
$57.38 - $64.15 $13,656 - $15,267
-238 Reduced 1.24%
18,916 $1.21 Million
Q4 2023

Feb 12, 2024
SELL
$50.31 - $58.65 $955,638 - $1.11 Million
-18,995 Reduced 49.79%
19,154 $1.12 Million
Q3 2023

Oct 19, 2023
BUY
$52.22 - $56.31 $191,908 - $206,939
3,675 Added 10.66%
38,149 $2 Million
Q2 2023

Jul 17, 2023
BUY
$49.75 - $54.44 $73,331 - $80,244
1,474 Added 4.47%
34,474 $1.88 Million
Q1 2023

Apr 21, 2023
SELL
$46.97 - $51.65 $5,072 - $5,578
-108 Reduced 0.33%
33,000 $1.66 Million
Q4 2022

Jan 20, 2023
BUY
$46.29 - $50.41 $449,661 - $489,682
9,714 Added 41.52%
33,108 $0
Q3 2022

Oct 17, 2022
BUY
N/A
307 Added 1.33%
23,394 $1.03 Million
Q2 2022

Jul 28, 2022
BUY
N/A
1,239 Added 5.67%
23,087 $1.08 Million
Q1 2022

Apr 27, 2022
BUY
N/A
1,446 Added 7.09%
21,848 $1.21 Million
Q4 2021

Feb 14, 2022
BUY
N/A
14,980 Added 276.28%
20,402 $1.19 Million
Q3 2021

Oct 13, 2021
BUY
N/A
968 Added 21.73%
5,422 $287,000
Q2 2021

Aug 02, 2021
BUY
N/A
4,454 New
4,454 $236,000

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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