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

Ars Wealth Advisors Group, LLC

  • $735 Million
  • Q1 2024

A detailed history of Ars Wealth Advisors Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Ars Wealth Advisors Group, LLC holds 993,069 shares of SPTM stock, worth $65.9 Million. This represents 8.66% of its overall portfolio holdings.

Number of Shares
993,069
Previous 883,823 12.36%
Holding current value
$65.9 Million
Previous $51.7 Million 23.32%
% of portfolio
8.66%
Previous 7.71%

Shares

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

May 13, 2024
BUY
$57.38 - $64.15 $6.27 Million - $7.01 Million
109,246 Added 12.36%
993,069 $63.7 Million
Q4 2023

Feb 06, 2024
BUY
$50.31 - $58.65 $3.3 Million - $3.85 Million
65,676 Added 8.03%
883,823 $51.7 Million
Q3 2023

Oct 26, 2023
BUY
$52.22 - $56.31 $859,645 - $926,975
16,462 Added 2.05%
818,147 $42.9 Million
Q2 2023

Jul 18, 2023
SELL
$49.75 - $54.44 $865,650 - $947,256
-17,400 Reduced 2.12%
801,685 $43.6 Million
Q1 2023

May 11, 2023
BUY
$46.97 - $51.65 $837,756 - $921,229
17,836 Added 2.23%
819,085 $41.3 Million
Q4 2022

Feb 13, 2023
SELL
$46.29 - $50.41 $1.13 Million - $1.23 Million
-24,325 Reduced 2.95%
801,249 $37.9 Million
Q3 2022

Nov 14, 2022
BUY
N/A
825,574 New
825,574 $36.4 Million
Q3 2022

Nov 08, 2022
SELL
N/A
-826,862 Closed
0 $36.4 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-22,126 Reduced 2.61%
826,862 $38.4 Million
Q1 2022

May 12, 2022
BUY
N/A
1,478 Added 0.17%
848,988 $47.2 Million
Q4 2021

Feb 08, 2022
BUY
N/A
6,371 Added 0.76%
847,510 $49.5 Million
Q3 2021

Oct 26, 2021
BUY
N/A
841,139 New
841,139 $44.6 Million

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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