Arkadios Wealth Advisors Spdr Portfolio S&P 1500 Compos Transaction History

Arkadios Wealth Advisors

$1.23 Billion
Q1 2024

A detailed history of Arkadios Wealth Advisors transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Arkadios Wealth Advisors holds 12,824 shares of SPTM stock, worth $850,872. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,824

Previous 12,999 1.35%

Holding current value

$850,872

Previous $759,000 8.3%

% of portfolio

0.07%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$57.38 - $64.15 $10,041 - $11,226	-175 Reduced 1.35%	12,824 $822,000
Q4 2023 Jan 24, 2024	BUY	$50.31 - $58.65 $653,979 - $762,391	12,999 New	12,999 $759,000
Q2 2022 Jul 14, 2022	BUY	N/A	4 Added 0.06%	6,770 $315,000
Q1 2022 May 02, 2022	SELL	N/A	-268 Reduced 3.81%	6,766 $376,000
Q4 2021 Feb 03, 2022	BUY	N/A	5,843 Added 490.6%	7,034 $411,000

Q3 2021 Oct 19, 2021	BUY	N/A	293 Added 32.63%	1,191 $63,000
Q2 2021 Jul 28, 2021	BUY	N/A	3 Added 0.34%	898 $47,000
Q1 2021 Apr 26, 2021	BUY	N/A	3 Added 0.34%	895 $44,000
Q4 2020 Feb 09, 2021	BUY	N/A	876 Added 5475.0%	892 $41,000
Q2 2020 Aug 10, 2020	BUY	N/A	16 New	16 $623,000
Q1 2020 May 14, 2020	SELL	N/A	-677 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	N/A	677 New	677 $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

Ticker SPTM
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Spdr Portfolio S&P 1500 Compos Transaction History