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

Financial Advocates Investment Management

$1.78 Billion
Q3 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 4,742 shares of SPTM stock, worth $343,605. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,742

Previous 7,988 40.64%

Holding current value

$343,605

Previous $530,000 37.36%

% of portfolio

0.02%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$63.28 - $70.06 $205,406 - $227,414	-3,246 Reduced 40.64%	4,742 $332,000
Q2 2024 Jul 26, 2024	SELL	$60.69 - $66.83 $29,980 - $33,014	-494 Reduced 5.82%	7,988 $530,000
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	$44.09 - $50.41 $15,916 - $18,198	-361 Reduced 7.05%	4,759 $225,000
Q3 2022 Nov 14, 2022	SELL	$44.11 - $53.04 $150,194 - $180,601	-3,405 Reduced 39.94%	5,120 $226,000
Q2 2022 Aug 12, 2022	SELL	$45.19 - $56.15 $1.28 Million - $1.59 Million	-28,235 Reduced 76.81%	8,525 $396,000
Q1 2022 May 11, 2022	BUY	$51.36 - $58.82 $141,907 - $162,519	2,763 Added 8.13%	36,760 $2.04 Million
Q4 2021 Feb 14, 2022	BUY	$52.99 - $58.74 $493,972 - $547,574	9,322 Added 37.78%	33,997 $1.99 Million
Q3 2021 Nov 04, 2021	BUY	$52.32 - $55.93 $71,730 - $76,680	1,371 Added 5.88%	24,675 $1.31 Million
Q2 2021 Aug 03, 2021	BUY	$49.77 - $52.97 $119,995 - $127,710	2,411 Added 11.54%	23,304 $1.24 Million
Q1 2021 May 10, 2021	BUY	$45.48 - $49.44 $214,438 - $233,109	4,715 Added 29.14%	20,893 $1.04 Million
Q4 2020 Feb 12, 2021	BUY	$39.96 - $46.09 $380,858 - $439,283	9,531 Added 143.39%	16,178 $809,000
Q3 2020 Nov 04, 2020	BUY	$37.97 - $43.65 $252,386 - $290,141	6,647 New	6,647 $272,000

Others Institutions Holding SPTM

# of Institutions

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

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