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

Arete Wealth Advisors, LLC

  • $1.06 Billion
  • Q1 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 144,985 shares of SPTM stock, worth $9.68 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
144,985
Previous 140,458 3.22%
Holding current value
$9.68 Million
Previous $8.21 Million 13.29%
% of portfolio
0.88%
Previous 0.63%

Shares

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

May 15, 2024
BUY
$57.38 - $64.15 $259,759 - $290,407
4,527 Added 3.22%
144,985 $9.3 Million
Q4 2023

Feb 14, 2024
BUY
$50.31 - $58.65 $7.07 Million - $8.24 Million
140,458 New
140,458 $8.21 Million
Q2 2023

Aug 09, 2023
SELL
$49.75 - $54.44 $1.55 Million - $1.7 Million
-31,213 Reduced 17.8%
144,181 $7.85 Million
Q1 2023

May 01, 2023
SELL
$46.97 - $51.65 $2.97 Million - $3.26 Million
-63,147 Reduced 26.47%
175,394 $8.85 Million
Q4 2022

Feb 06, 2023
SELL
$46.29 - $50.41 $14,211 - $15,475
-307 Reduced 0.13%
238,541 $11.3 Million
Q3 2022

Nov 07, 2022
BUY
N/A
10,542 Added 4.62%
238,848 $10.5 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-59,840 Reduced 20.77%
228,306 $10.6 Million
Q1 2022

May 06, 2022
SELL
N/A
-8,273 Reduced 2.79%
288,146 $16 Million
Q4 2021

Feb 07, 2022
BUY
N/A
6,764 Added 2.34%
296,419 $17.4 Million
Q3 2021

Nov 15, 2021
BUY
N/A
25,371 Added 9.6%
289,655 $15.3 Million
Q2 2021

Aug 09, 2021
BUY
N/A
22,229 Added 9.18%
264,284 $14 Million
Q1 2021

May 10, 2021
BUY
N/A
20,110 Added 9.06%
242,055 $11.9 Million
Q4 2020

Feb 08, 2021
BUY
N/A
16,716 Added 8.15%
221,945 $10.2 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-19,148 Reduced 8.53%
205,229 $8.38 Million
Q2 2020

Aug 11, 2020
BUY
N/A
83,337 Added 59.09%
224,377 $8.48 Million
Q1 2020

May 14, 2020
SELL
N/A
-40,829 Reduced 22.45%
141,040 $4.44 Million
Q4 2019

Feb 14, 2020
BUY
N/A
4,974 Added 2.81%
181,869 $7.25 Million
Q3 2019

Nov 13, 2019
BUY
N/A
20,767 Added 13.3%
176,895 $6.5 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-3,640 Reduced 2.28%
156,128 $5.69 Million
Q1 2019

May 15, 2019
SELL
N/A
-328,376 Reduced 67.27%
159,768 $5.62 Million
Q4 2018

Feb 14, 2019
BUY
N/A
98,143 Added 25.16%
488,144 $15.1 Million
Q3 2018

Nov 14, 2018
BUY
N/A
21,259 Added 5.77%
390,001 $14.1 Million
Q2 2018

Aug 14, 2018
BUY
N/A
350,497 Added 1921.06%
368,742 $12.5 Million
Q1 2018

May 15, 2018
BUY
N/A
18,245 New
18,245 $599,000

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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