Capasso Planning Partners LLC Spdr Portfolio S&P 1500 Compos Transaction History

Capasso Planning Partners LLC

  • $240 Million
  • Q1 2024

A detailed history of Capasso Planning Partners LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Capasso Planning Partners LLC holds 312,616 shares of SPTM stock, worth $21.8 Million. This represents 8.37% of its overall portfolio holdings.

Number of Shares
312,616
Previous 299,041 4.54%
Holding current value
$21.8 Million
Previous $17.5 Million 14.74%
% of portfolio
8.37%
Previous 8.21%

Shares

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

Apr 23, 2024
BUY
$57.38 - $64.15 $778,933 - $870,836
13,575 Added 4.54%
312,616 $20.1 Million
Q4 2023

Jan 26, 2024
BUY
$50.31 - $58.65 $2.75 Million - $3.21 Million
54,684 Added 22.38%
299,041 $17.5 Million
Q3 2023

Oct 25, 2023
BUY
$52.22 - $56.31 $377,446 - $407,008
7,228 Added 3.05%
244,357 $12.8 Million
Q2 2023

Aug 10, 2023
BUY
$49.75 - $54.44 $365,662 - $400,134
7,350 Added 3.2%
237,129 $12.9 Million
Q1 2023

May 01, 2023
BUY
$46.97 - $51.65 $304,130 - $334,433
6,475 Added 2.9%
229,779 $11.6 Million
Q4 2022

Jan 20, 2023
SELL
$44.09 - $50.41 $514,574 - $588,335
-11,671 Reduced 4.97%
223,304 $0
Q3 2022

Nov 09, 2022
SELL
$44.11 - $53.04 $126,904 - $152,596
-2,877 Reduced 1.21%
234,975 $10.4 Million
Q2 2022

Aug 11, 2022
BUY
$45.19 - $56.15 $431,157 - $535,727
9,541 Added 4.18%
237,852 $11.1 Million
Q1 2022

May 09, 2022
BUY
$51.36 - $58.82 $155,877 - $178,518
3,035 Added 1.35%
228,311 $12.7 Million
Q4 2021

Feb 17, 2022
BUY
$52.99 - $58.74 $11.9 Million - $13.2 Million
225,276 New
225,276 $13.2 Million

Others Institutions Holding SPTM

# of Institutions
607
Shares Held
84.8M
Call Options Held
11.1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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