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

D. Scott Neal, Inc.

$188 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$45.19 - $56.15 $1.51 Million - $1.88 Million	-33,483 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$51.36 - $58.82 $24,344 - $27,880	474 Added 1.44%	33,483 $1.86 Million
Q3 2021 Nov 04, 2021	SELL	$52.32 - $55.93 $6,330 - $6,767	-121 Reduced 0.37%	33,009 $1.75 Million
Q1 2021 Apr 30, 2021	SELL	$45.48 - $49.44 $23,103 - $25,115	-508 Reduced 1.51%	33,130 $1.63 Million
Q4 2020 Feb 05, 2021	SELL	$39.96 - $46.09 $11,668 - $13,458	-292 Reduced 0.86%	33,638 $0
Q3 2020 Oct 15, 2020	BUY	$37.97 - $43.65 $12,833 - $14,753	338 Added 1.01%	33,930 $1.39 Million
Q2 2020 Jul 16, 2020	SELL	$29.99 - $39.74 $3,598 - $4,768	-120 Reduced 0.36%	33,592 $0
Q1 2020 Apr 27, 2020	SELL	$27.12 - $41.81 $54,484 - $83,996	-2,009 Reduced 5.62%	33,712 $1.06 Million
Q4 2019 Jan 16, 2020	SELL	$35.63 - $39.97 $26,758 - $30,017	-751 Reduced 2.06%	35,721 $1.42 Million
Q3 2019 Oct 16, 2019	BUY	$36.53 - $37.33 $3,872 - $3,956	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

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of D. Scott Neal, Inc., based on Form 13F filings with the SEC.

News

Stay updated on D. Scott Neal, Inc. with notifications on news.