Compass Financial Group, Inc/Sd Spdr Portfolio S&P 1500 Compos Transaction History

Compass Financial Group, Inc/Sd

  • $610 Billion
  • Q2 2025

A detailed history of Compass Financial Group, Inc/Sd transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 254,592 shares of SPTM stock, worth $20.5 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
254,592
Previous 259,065 1.73%
Holding current value
$20.5 Million
Previous $17.6 Billion 8.21%
% of portfolio
3.13%
Previous 3.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$60.34 - $74.89 $269,900 - $334,982
-4,473 Reduced 1.73%
254,592 $19.1 Billion
Q1 2025

May 13, 2025
SELL
$67.03 - $74.61 $201,559 - $224,352
-3,007 Reduced 1.15%
259,065 $17.6 Billion
Q4 2024

Jan 30, 2025
SELL
$69.3 - $74.3 $222,453 - $238,503
-3,210 Reduced 1.21%
262,072 $18.7 Billion
Q3 2024

Nov 08, 2024
SELL
$63.28 - $70.06 $318,045 - $352,121
-5,026 Reduced 1.86%
265,282 $18.6 Billion
Q2 2024

Jul 10, 2024
SELL
$60.69 - $66.83 $361,226 - $397,772
-5,952 Reduced 2.15%
270,308 $17.9 Billion
Q1 2024

Apr 10, 2024
SELL
$57.38 - $64.15 $408,258 - $456,427
-7,115 Reduced 2.51%
276,260 $17.7 Billion
Q4 2023

Jan 08, 2024
SELL
$50.31 - $58.65 $1.22 Million - $1.42 Million
-24,287 Reduced 7.89%
283,375 $16.6 Billion
Q3 2023

Oct 10, 2023
SELL
$52.22 - $56.31 $309,925 - $334,199
-5,935 Reduced 1.89%
307,662 $16.1 Billion
Q2 2023

Jul 11, 2023
SELL
$49.75 - $54.44 $570,334 - $624,100
-11,464 Reduced 3.53%
313,597 $17.1 Billion
Q1 2023

Apr 04, 2023
SELL
$46.97 - $51.65 $2.01 Million - $2.21 Million
-42,771 Reduced 11.63%
325,061 $16.4 Billion
Q4 2022

Feb 07, 2023
BUY
$44.09 - $50.41 $16.2 Million - $18.5 Million
367,832 New
367,832 $17.4 Billion

Others Institutions Holding SPTM

# of Institutions
728
Shares Held
95.1M
Call Options Held
24.2K
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
Track This Portfolio

Track Compass Financial Group, Inc/Sd Portfolio

Follow Compass Financial Group, Inc/Sd 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 Compass Financial Group, Inc/Sd, based on Form 13F filings with the SEC.

News

Stay updated on Compass Financial Group, Inc/Sd with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email