Flagship Private Wealth, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Flagship Private Wealth, LLC

  • $154 Million
  • Q1 2024

A detailed history of Flagship Private Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 3,221 shares of SPTM stock, worth $216,290. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,221
Previous 3,602 10.58%
Holding current value
$216,290
Previous $210,000 1.9%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Apr 30, 2024
SELL
$57.38 - $64.15 $21,861 - $24,441
-381 Reduced 10.58%
3,221 $206,000
Q4 2023

Jan 17, 2024
BUY
$50.31 - $58.65 $181,216 - $211,257
3,602 New
3,602 $210,000
Q1 2022

Apr 21, 2022
SELL
N/A
-3,569 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
N/A
3,569 New
3,569 $209,000
Q3 2021

Oct 20, 2021
SELL
N/A
-3,556 Closed
0 $0
Q2 2021

Jul 09, 2021
SELL
N/A
-187,122 Reduced 98.14%
3,556 $191 Million
Q2 2021

Jul 09, 2021
BUY
N/A
187,127 Added 5269.7%
190,678 $0
Q1 2021

Apr 09, 2021
BUY
N/A
5 Added 0.14%
3,551 $179 Million
Q4 2020

Feb 02, 2021
BUY
N/A
3,546 New
3,546 $0

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
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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