Beam Wealth Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Beam Wealth Advisors, Inc.

  • $326 Million
  • Q3 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 65,257 shares of SPTM stock, worth $4.72 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
65,257
Previous 65,628 0.57%
Holding current value
$4.72 Million
Previous $4.35 Million 4.98%
% of portfolio
1.4%
Previous 1.44%

Shares

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

Nov 04, 2024
SELL
$63.28 - $70.06 $23,476 - $25,992
-371 Reduced 0.57%
65,257 $4.57 Million
Q2 2024

Aug 07, 2024
BUY
$60.69 - $66.83 $3.98 Million - $4.39 Million
65,628 New
65,628 $4.35 Million
Q1 2020

Apr 08, 2020
SELL
$27.12 - $41.81 $303,391 - $467,728
-11,187 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$35.63 - $39.97 $398,592 - $447,144
11,187 New
11,187 $446,000

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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