Financial Advocates Investment Management Spdr Portfolio S&P 1500 Compos Transaction History

Financial Advocates Investment Management

  • $1.72 Billion
  • Q1 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Financial Advocates Investment Management holds 8,482 shares of SPTM stock, worth $569,566. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,482
Previous 14,666 42.17%
Holding current value
$569,566
Previous $857,000 36.52%
% of portfolio
0.03%
Previous 0.06%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$57.38 - $64.15 $354,837 - $396,703
-6,184 Reduced 42.17%
8,482 $544,000
Q4 2023

Feb 08, 2024
SELL
$50.31 - $58.65 $272,328 - $317,472
-5,413 Reduced 26.96%
14,666 $857,000
Q3 2023

Oct 27, 2023
SELL
$52.22 - $56.31 $216,243 - $233,179
-4,141 Reduced 17.1%
20,079 $1.05 Million
Q2 2023

Aug 07, 2023
BUY
$49.75 - $54.44 $232,581 - $254,507
4,675 Added 23.92%
24,220 $1.32 Million
Q1 2023

May 11, 2023
BUY
$46.97 - $51.65 $694,498 - $763,696
14,786 Added 310.7%
19,545 $985,000
Q4 2022

Feb 14, 2023
SELL
$46.29 - $50.41 $16,710 - $18,198
-361 Reduced 7.05%
4,759 $225,000
Q3 2022

Nov 14, 2022
SELL
N/A
-3,405 Reduced 39.94%
5,120 $226,000
Q2 2022

Aug 12, 2022
SELL
N/A
-28,235 Reduced 76.81%
8,525 $396,000
Q1 2022

May 11, 2022
BUY
N/A
2,763 Added 8.13%
36,760 $2.04 Million
Q4 2021

Feb 14, 2022
BUY
N/A
9,322 Added 37.78%
33,997 $1.99 Million
Q3 2021

Nov 04, 2021
BUY
N/A
1,371 Added 5.88%
24,675 $1.31 Million
Q2 2021

Aug 03, 2021
BUY
N/A
2,411 Added 11.54%
23,304 $1.24 Million
Q1 2021

May 10, 2021
BUY
N/A
4,715 Added 29.14%
20,893 $1.04 Million
Q4 2020

Feb 12, 2021
BUY
N/A
9,531 Added 143.39%
16,178 $809,000
Q3 2020

Nov 04, 2020
BUY
N/A
6,647 New
6,647 $272,000

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

SPTM Quotes by TradingView
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