Brewster Financial Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History

Brewster Financial Planning LLC

  • $116 Million
  • Q1 2024

A detailed history of Brewster Financial Planning LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Brewster Financial Planning LLC holds 5,119 shares of SPTM stock, worth $343,740. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,119
Previous 5,274 2.94%
Holding current value
$343,740
Previous $308,000 6.49%
% of portfolio
0.28%
Previous 0.28%

Shares

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

Apr 17, 2024
SELL
$57.38 - $64.15 $8,893 - $9,943
-155 Reduced 2.94%
5,119 $328,000
Q4 2023

Jan 17, 2024
SELL
$50.31 - $58.65 $9,055 - $10,557
-180 Reduced 3.3%
5,274 $308,000
Q3 2023

Oct 17, 2023
SELL
$52.22 - $56.31 $11,645 - $12,557
-223 Reduced 3.93%
5,454 $286,000
Q2 2023

Jul 17, 2023
SELL
$49.75 - $54.44 $28,506 - $31,194
-573 Reduced 9.17%
5,677 $309,000
Q2 2022

Jul 26, 2022
SELL
N/A
-588 Reduced 8.6%
6,250 $290,000
Q4 2021

Jan 24, 2022
BUY
N/A
6,838 New
6,838 $400,000

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
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More about SPTM
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