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

Donaldson Capital Management, LLC

  • $2.59 Billion
  • Q3 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 $319,505. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,421
Previous 4,421 -0.0%
Holding current value
$319,505
Previous $293,000 5.46%
% 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
630
Shares Held
85M
Call Options Held
949K
Put Options Held
700
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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