A detailed history of Ci Private Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Ci Private Wealth, LLC holds 71,689 shares of SPTM stock, worth $5.19 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
71,689
Previous 66,880 7.19%
Holding current value
$5.19 Million
Previous $4.29 Million 10.86%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$60.69 - $66.83 $291,858 - $321,385
4,809 Added 7.19%
71,689 $4.76 Million
Q1 2024

May 09, 2024

SELL
$57.38 - $64.15 $257,406 - $287,776
-4,486 Reduced 6.29%
66,880 $4.29 Million
Q4 2023

Feb 09, 2024

SELL
$50.31 - $58.65 $283,597 - $330,610
-5,637 Reduced 7.32%
71,366 $4.17 Million
Q3 2023

Nov 03, 2023

SELL
$52.22 - $56.31 $106,215 - $114,534
-2,034 Reduced 2.57%
77,003 $4.04 Million
Q2 2023

Aug 10, 2023

SELL
$49.75 - $54.44 $109,798 - $120,149
-2,207 Reduced 2.72%
79,037 $4.3 Million
Q1 2023

May 15, 2023

SELL
$46.97 - $51.65 $30,765 - $33,830
-655 Reduced 0.8%
81,244 $4.1 Million
Q4 2022

Feb 15, 2023

BUY
$44.09 - $50.41 $3.61 Million - $4.13 Million
81,899 New
81,899 $3.87 Million

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.