Calton & Associates, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Calton & Associates, Inc.

  • $622 Million
  • Q3 2025

A detailed history of Calton & Associates, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Calton & Associates, Inc. holds 14,972 shares of SPTM stock, worth $1.22 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,972
Previous 11,995 24.82%
Holding current value
$1.22 Million
Previous $898,000 34.41%
% of portfolio
0.19%
Previous 0.17%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$74.93 - $80.73 $223,066 - $240,333
2,977 Added 24.82%
14,972 $1.21 Million
Q2 2025

Aug 12, 2025
BUY
$60.34 - $74.89 $723,778 - $898,305
11,995 New
11,995 $898,000
Q4 2023

Feb 07, 2024
BUY
$50.31 - $58.65 $1.46 Million - $1.7 Million
28,953 New
28,953 $1.69 Million
Q2 2023

Jul 24, 2023
SELL
$49.75 - $54.44 $92,485 - $101,203
-1,859 Reduced 5.93%
29,472 $1.6 Million
Q1 2023

Apr 19, 2023
SELL
$46.97 - $51.65 $6,387 - $7,024
-136 Reduced 0.43%
31,331 $1.58 Million
Q4 2022

Jan 18, 2023
BUY
$44.09 - $50.41 $41,224 - $47,133
935 Added 3.06%
31,467 $0
Q3 2022

Oct 31, 2022
SELL
$44.11 - $53.04 $22,187 - $26,679
-503 Reduced 1.62%
30,532 $1.35 Million
Q2 2022

Jul 12, 2022
SELL
$45.19 - $56.15 $40,716 - $50,591
-901 Reduced 2.82%
31,035 $1.44 Million
Q1 2022

Apr 12, 2022
SELL
$51.36 - $58.82 $24,396 - $27,939
-475 Reduced 1.47%
31,936 $1.78 Million
Q4 2021

Jan 13, 2022
BUY
$52.99 - $58.74 $69,787 - $77,360
1,317 Added 4.24%
32,411 $1.89 Million
Q3 2021

Nov 05, 2021
BUY
$52.32 - $55.93 $100,925 - $107,888
1,929 Added 6.61%
31,094 $1.65 Million
Q2 2021

Aug 11, 2021
BUY
$49.77 - $52.97 $17,319 - $18,433
348 Added 1.21%
29,165 $1.55 Million
Q1 2021

May 03, 2021
SELL
$45.48 - $49.44 $61,125 - $66,447
-1,344 Reduced 4.46%
28,817 $1.42 Million
Q4 2020

Jan 25, 2021
SELL
$39.96 - $46.09 $5,354 - $6,176
-134 Reduced 0.44%
30,161 $1.39 Million
Q3 2020

Oct 30, 2020
BUY
$37.97 - $43.65 $37,932 - $43,606
999 Added 3.41%
30,295 $1.24 Million
Q2 2020

Aug 10, 2020
BUY
$29.99 - $39.74 $50,323 - $66,683
1,678 Added 6.08%
29,296 $1.11 Million
Q1 2020

Apr 30, 2020
SELL
$27.12 - $41.81 $1,084 - $1,672
-40 Reduced 0.14%
27,618 $869,000
Q4 2019

Feb 03, 2020
BUY
$35.63 - $39.97 $781,864 - $877,101
21,944 Added 384.04%
27,658 $1.1 Million
Q3 2019

Nov 07, 2019
BUY
$36.53 - $37.33 $208,732 - $213,303
5,714 New
5,714 $210,000

Others Institutions Holding SPTM

# of Institutions
760
Shares Held
98.3M
Call Options Held
46.9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
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