A detailed history of Formidable Asset Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Formidable Asset Management, LLC holds 3,707 shares of SPTM stock, worth $258,748. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,707
Previous 3,248 14.13%
Holding current value
$258,748
Previous $208,000 17.79%
% of portfolio
0.04%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$60.69 - $66.83 $27,856 - $30,674
459 Added 14.13%
3,707 $245,000
Q1 2024

May 15, 2024

BUY
$57.38 - $64.15 $186,370 - $208,359
3,248 New
3,248 $208,000
Q3 2021

Nov 10, 2021

SELL
$52.32 - $55.93 $295,137 - $315,501
-5,641 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$29.99 - $39.74 $169,173 - $224,173
5,641 New
5,641 $213,000
Q1 2020

Jun 01, 2020

SELL
$27.12 - $41.81 $152,983 - $235,850
-5,641 Closed
0 $0
Q3 2019

Nov 08, 2019

SELL
$36.53 - $37.33 $8,548 - $8,735
-234 Reduced 3.98%
5,641 $207,000
Q2 2019

Oct 15, 2019

SELL
N/A
-20,328 Reduced 77.58%
5,875 $214,000
Q1 2019

Oct 15, 2019

BUY
N/A
26,203 New
26,203 $655,000
Q3 2018

Nov 07, 2018

SELL
N/A
-122,357 Closed
0 $0
Q2 2018

Aug 08, 2018

BUY
N/A
122,357 New
122,357 $4.16 Million
Q1 2018

May 04, 2018

SELL
N/A
-76,065 Closed
0 $0
Q4 2017

Feb 13, 2018

BUY
N/A
76,065
76,065 $2.53 Million

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


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