Donaldson Capital Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Donaldson Capital Management, LLC

  • $2.38 Billion
  • Q2 2024

A detailed history of Donaldson Capital Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 4,421 shares of SPTM stock, worth $306,950. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,421
Previous 4,421 -0.0%
Holding current value
$306,950
Previous $283,000 3.53%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023
SELL
$52.22 - $56.31 $12,689 - $13,683
-243 Reduced 5.21%
4,421 $232,000
Q2 2023

Jul 17, 2023
BUY
$49.75 - $54.44 $232,034 - $253,908
4,664 New
4,664 $253,000

Others Institutions Holding SPTM

# of Institutions
607
Shares Held
84.8M
Call Options Held
11.1K
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 Donaldson Capital Management, LLC Portfolio

Follow Donaldson Capital Management, LLC 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 Donaldson Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Donaldson Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email