Concorde Asset Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Concorde Asset Management, LLC

  • $183 Million
  • Q1 2025

A detailed history of Concorde Asset Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Concorde Asset Management, LLC holds 6,550 shares of SPTM stock, worth $468,456. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,550
Previous 4,899 33.7%
Holding current value
$468,456
Previous $349,000 27.51%
% of portfolio
0.24%
Previous 0.19%

Shares

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

May 15, 2025
BUY
$67.03 - $74.61 $110,666 - $123,181
1,651 Added 33.7%
6,550 $445,000
Q4 2024

Feb 13, 2025
BUY
$69.3 - $74.3 $17,186 - $18,426
248 Added 5.33%
4,899 $349,000
Q3 2024

Nov 12, 2024
BUY
$63.28 - $70.06 $294,315 - $325,849
4,651 New
4,651 $325,000

Others Institutions Holding SPTM

# of Institutions
701
Shares Held
92.4M
Call Options Held
8.6K
Put Options Held
4.1K
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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