Cerro Pacific Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History

Cerro Pacific Wealth Advisors LLC

  • $294 Million
  • Q1 2025

A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 4,044 shares of SPTM stock, worth $272,322. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,044
Previous 2,981 35.66%
Holding current value
$272,322
Previous $212,000 28.77%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Apr 08, 2025
BUY
$67.03 - $74.61 $71,252 - $79,310
1,063 Added 35.66%
4,044 $273,000
Q4 2024

Jan 17, 2025
BUY
$69.3 - $74.3 $206,583 - $221,488
2,981 New
2,981 $212,000
Q2 2022

Jul 18, 2022
SELL
$45.19 - $56.15 $230,469 - $286,365
-5,100 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$52.99 - $58.74 $33,701 - $37,358
636 Added 14.25%
5,100 $298,000
Q2 2021

Aug 16, 2021
BUY
$49.77 - $52.97 $222,173 - $236,458
4,464 New
4,464 $236,000

Others Institutions Holding SPTM

# of Institutions
689
Shares Held
90M
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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