Compass Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History

Compass Wealth Management LLC

  • $399 Billion
  • Q1 2024

A detailed history of Compass Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Compass Wealth Management LLC holds 853 shares of SPTM stock, worth $57,560. This represents 0.01% of its overall portfolio holdings.

Number of Shares
853
Previous 853 -0.0%
Holding current value
$57,560
Previous $49.8 Million 9.81%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 04, 2024
BUY
$50.31 - $58.65 $5,282 - $6,158
105 Added 14.04%
853 $49.8 Million
Q3 2023

Oct 25, 2023
SELL
$52.22 - $56.31 $34,151 - $36,826
-654 Reduced 46.65%
748 $39.3 Million
Q2 2023

Jul 27, 2023
SELL
$49.75 - $54.44 $67,212 - $73,548
-1,351 Reduced 49.07%
1,402 $76.3 Million
Q1 2023

May 15, 2023
SELL
$46.97 - $51.65 $6,106 - $6,714
-130 Reduced 4.51%
2,753 $139 Million
Q4 2022

Feb 17, 2023
BUY
$46.29 - $50.41 $133,454 - $145,332
2,883 New
2,883 $136 Million

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.6M
Call Options Held
131K
Put Options Held
100
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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