D. Scott Neal, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

D. Scott Neal, Inc.

$152 Million
Q1 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	N/A	-33,483 Closed	0 $0
Q1 2022 May 04, 2022	BUY	N/A	474 Added 1.44%	33,483 $1.86 Million
Q3 2021 Nov 04, 2021	SELL	N/A	-121 Reduced 0.37%	33,009 $1.75 Million
Q1 2021 Apr 30, 2021	SELL	N/A	-508 Reduced 1.51%	33,130 $1.63 Million
Q4 2020 Feb 05, 2021	SELL	N/A	-292 Reduced 0.86%	33,638 $0

Q3 2020 Oct 15, 2020	BUY	N/A	338 Added 1.01%	33,930 $1.39 Million
Q2 2020 Jul 16, 2020	SELL	N/A	-120 Reduced 0.36%	33,592 $0
Q1 2020 Apr 27, 2020	SELL	N/A	-2,009 Reduced 5.62%	33,712 $1.06 Million
Q4 2019 Jan 16, 2020	SELL	N/A	-751 Reduced 2.06%	35,721 $1.42 Million
Q3 2019 Oct 16, 2019	BUY	N/A	106 Added 0.29%	36,472 $1.34 Million
Q2 2019 Jul 25, 2019	BUY	N/A	450 Added 1.25%	36,366 $1.33 Million
Q1 2019 Apr 11, 2019	BUY	N/A	1,249 Added 3.6%	35,916 $1.26 Million
Q4 2018 Feb 06, 2019	SELL	N/A	-127 Reduced 0.37%	34,667 $1.07 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-3,809 Reduced 9.87%	34,794 $1.26 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-1,832 Reduced 4.53%	38,603 $1.31 Million
Q1 2018 Apr 19, 2018	SELL	N/A	-1,793 Reduced 4.25%	40,435 $1.33 Million
Q4 2017 Feb 16, 2018	BUY	N/A	42,228	42,228 $1.4 Million

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.5M

Call Options Held

131K

Put Options Held

100

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