Elevated Capital Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Elevated Capital Advisors, LLC

$346 Million
Q1 2024

A detailed history of Elevated Capital Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 8,871 shares of SPTM stock, worth $592,494. This represents 0.16% of its overall portfolio holdings.

Number of Shares

8,871

Previous 26,137 66.06%

Holding current value

$592,494

Previous $1.53 Million 62.74%

% of portfolio

0.16%

Previous 0.49%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$57.38 - $64.15 $990,723 - $1.11 Million	-17,266 Reduced 66.06%	8,871 $569,000
Q4 2023 Jan 09, 2024	SELL	$50.31 - $58.65 $90,105 - $105,042	-1,791 Reduced 6.41%	26,137 $1.53 Million
Q3 2023 Oct 17, 2023	SELL	$52.22 - $56.31 $239,115 - $257,843	-4,579 Reduced 14.09%	27,928 $1.47 Million
Q2 2023 Aug 18, 2023	SELL	$49.75 - $54.44 $51,988 - $56,889	-1,045 Reduced 3.11%	32,507 $1.77 Million
Q1 2023 Apr 18, 2023	BUY	$46.97 - $51.65 $764,436 - $840,603	16,275 Added 94.2%	33,552 $1.69 Million

Q4 2022 Jan 17, 2023	SELL	$46.29 - $50.41 $991,578 - $1.08 Million	-21,421 Reduced 55.35%	17,277 $0
Q3 2022 Oct 06, 2022	SELL	N/A	-12,568 Reduced 24.52%	38,698 $1.71 Million
Q1 2022 Apr 20, 2022	BUY	N/A	8,011 Added 18.52%	51,266 $2.85 Million
Q3 2021 Oct 07, 2021	BUY	N/A	7,665 Added 21.54%	43,255 $2.29 Million
Q1 2021 Apr 21, 2021	SELL	N/A	-4,225 Reduced 10.61%	35,590 $1.82 Million
Q4 2020 Feb 25, 2021	BUY	N/A	39,815 New	39,815 $1.84 Million

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.5M

Call Options Held

131K

Put Options Held

100

View Full List

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 Elevated Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevated Capital Advisors, LLC with notifications on news.

Account

Elevated Capital Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History