Capital Investment Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Capital Investment Advisors, LLC

  • $4.94 Billion
  • Q1 2025

A detailed history of Capital Investment Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 4,623 shares of SPTM stock, worth $311,312. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,623
Previous 5,264 12.18%
Holding current value
$311,312
Previous $376,000 17.02%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$67.03 - $74.61 $42,966 - $47,825
-641 Reduced 12.18%
4,623 $312,000
Q4 2024

Jan 13, 2025
SELL
$69.3 - $74.3 $27,512 - $29,497
-397 Reduced 7.01%
5,264 $376,000
Q3 2024

Oct 17, 2024
SELL
$63.28 - $70.06 $9,492 - $10,509
-150 Reduced 2.58%
5,661 $396,000
Q2 2024

Jul 12, 2024
SELL
$60.69 - $66.83 $8,739 - $9,623
-144 Reduced 2.42%
5,811 $385,000
Q1 2024

Apr 15, 2024
BUY
$57.38 - $64.15 $114 - $128
2 Added 0.03%
5,955 $382,000
Q4 2023

Jan 05, 2024
BUY
$50.31 - $58.65 $29,632 - $34,544
589 Added 10.98%
5,953 $347,000
Q3 2023

Oct 16, 2023
BUY
$52.22 - $56.31 $280,108 - $302,046
5,364 New
5,364 $281,000
Q4 2022

Jan 05, 2023
SELL
$44.09 - $50.41 $36,241 - $41,437
-822 Reduced 13.29%
5,364 $254,000
Q3 2022

Oct 05, 2022
BUY
$44.11 - $53.04 $12,571 - $15,116
285 Added 4.83%
6,186 $273,000
Q4 2021

Jan 10, 2022
SELL
$52.99 - $58.74 $5,828 - $6,461
-110 Reduced 1.83%
5,901 $345,000
Q2 2021

Jul 14, 2021
SELL
$49.77 - $52.97 $10,202 - $10,858
-205 Reduced 3.3%
6,011 $318,000
Q1 2021

Apr 27, 2021
BUY
$45.48 - $49.44 $2,728 - $2,966
60 Added 0.97%
6,216 $306,000
Q2 2020

Jul 20, 2020
BUY
$29.99 - $39.74 $184,618 - $244,639
6,156 New
6,156 $233,000
Q1 2020

Apr 13, 2020
SELL
$27.12 - $41.81 $157,621 - $242,999
-5,812 Closed
0 $0
Q4 2019

Jan 21, 2020
SELL
$35.63 - $39.97 $10,332 - $11,591
-290 Reduced 4.75%
5,812 $232,000
Q3 2019

Oct 24, 2019
SELL
$36.53 - $37.33 $20,456 - $20,904
-560 Reduced 8.41%
6,102 $224,000
Q1 2019

Apr 11, 2019
SELL
N/A
-138 Reduced 2.03%
6,662 $234,000
Q4 2018

Jan 17, 2019
SELL
N/A
-208 Reduced 2.97%
6,800 $210,000
Q4 2017

Jan 17, 2018
BUY
N/A
5,840 Added 500.0%
7,008 $233,000
Q3 2017

Oct 17, 2017
BUY
N/A
1,168
1,168 $219,000

Others Institutions Holding SPTM

# of Institutions
691
Shares Held
91.7M
Call Options Held
9K
Put Options Held
0
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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