Foresight Capital Management Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Foresight Capital Management Advisors, Inc.

$165 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	BUY	$57.38 - $64.15 $203,354 - $227,347	3,544 New	3,544 $227,000
Q2 2022 Jul 11, 2022	SELL	$45.19 - $56.15 $6,326 - $7,861	-140 Reduced 2.16%	6,337 $295,000
Q1 2022 May 05, 2022	SELL	$51.36 - $58.82 $786,681 - $900,945	-15,317 Reduced 70.28%	6,477 $360,000
Q4 2021 May 04, 2022	BUY	$52.99 - $58.74 $1.15 Million - $1.28 Million	21,794 New	21,794 $1.27 Million

Others Institutions Holding SPTM

# of Institutions

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

Lpl Financial LLC Fort Mill, SC

8.72M
Shares

$630 Million
0.28% of portfolio
Huntington National Bank Columbus, OH

3.51M
Shares

$254 Million
1.82% of portfolio
Cwm, LLC

3.4M
Shares

$246 Million
1.02% of portfolio
Private Advisor Group, LLC

2.95M
Shares

$213 Million
1.32% of portfolio
Envestnet Asset Management Inc

2.67M
Shares

$193 Million
0.06% of portfolio

View Full List

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