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

Aquire Wealth Advisors, LLC

  • $318 Million
  • Q3 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 324,170 shares of SPTM stock, worth $23.5 Million. This represents 7.13% of its overall portfolio holdings.

Number of Shares
324,170
Previous 329,500 1.62%
Holding current value
$23.5 Million
Previous $21.9 Million 3.88%
% of portfolio
7.13%
Previous 7.35%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$63.28 - $70.06 $337,282 - $373,419
-5,330 Reduced 1.62%
324,170 $22.7 Million
Q2 2024

Aug 14, 2024
SELL
$60.69 - $66.83 $649,868 - $715,615
-10,708 Reduced 3.15%
329,500 $21.9 Million
Q1 2024

May 13, 2024
SELL
$57.38 - $64.15 $292,924 - $327,485
-5,105 Reduced 1.48%
340,208 $21.8 Million
Q4 2023

Jan 11, 2024
SELL
$50.31 - $58.65 $829,611 - $967,138
-16,490 Reduced 4.56%
345,313 $20.2 Million
Q3 2023

Oct 30, 2023
SELL
$52.22 - $56.31 $1.1 Million - $1.18 Million
-20,995 Reduced 5.48%
361,803 $19 Million
Q2 2023

Aug 03, 2023
SELL
$49.75 - $54.44 $460,685 - $504,114
-9,260 Reduced 2.36%
382,798 $20.8 Million
Q1 2023

May 01, 2023
BUY
$46.97 - $51.65 $100,046 - $110,014
2,130 Added 0.55%
392,058 $19.8 Million
Q4 2022

Jan 20, 2023
SELL
$44.09 - $50.41 $7.49 Million - $8.56 Million
-169,819 Reduced 30.34%
389,928 $0
Q3 2022

Oct 18, 2022
SELL
$44.11 - $53.04 $403,650 - $485,369
-9,151 Reduced 1.61%
559,747 $24.7 Million
Q2 2022

Jul 27, 2022
BUY
$45.19 - $56.15 $4.61 Million - $5.73 Million
102,023 Added 21.85%
568,898 $26.4 Million
Q1 2022

Apr 28, 2022
BUY
$51.36 - $58.82 $2.02 Million - $2.31 Million
39,352 Added 9.2%
466,875 $25.9 Million
Q4 2021

Feb 09, 2022
BUY
$52.99 - $58.74 $22.7 Million - $25.1 Million
427,523 New
427,523 $25 Million

Others Institutions Holding SPTM

# of Institutions
630
Shares Held
85M
Call Options Held
949K
Put Options Held
700
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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