A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 9,615 shares of SPTM stock, worth $694,876. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,615
Previous 9,810 1.99%
Holding current value
$694,876
Previous $650,000 3.54%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$63.28 - $70.06 $12,339 - $13,661
-195 Reduced 1.99%
9,615 $673,000
Q2 2024

Aug 09, 2024

BUY
$60.69 - $66.83 $26,218 - $28,870
432 Added 4.61%
9,810 $650,000
Q1 2024

Apr 19, 2024

BUY
$57.38 - $64.15 $1,721 - $1,924
30 Added 0.32%
9,378 $601,000
Q4 2023

Jan 11, 2024

SELL
$50.31 - $58.65 $905 - $1,055
-18 Reduced 0.19%
9,348 $546,000
Q3 2023

Oct 25, 2023

BUY
$52.22 - $56.31 $1,932 - $2,083
37 Added 0.4%
9,366 $491,000
Q2 2023

Aug 08, 2023

BUY
$49.75 - $54.44 $1,840 - $2,014
37 Added 0.4%
9,329 $507,000
Q1 2023

Apr 26, 2023

SELL
$46.97 - $51.65 $21,183 - $23,294
-451 Reduced 4.63%
9,292 $468,000
Q4 2022

Feb 02, 2023

SELL
$44.09 - $50.41 $161,810 - $185,004
-3,670 Reduced 27.36%
9,743 $460,000
Q3 2022

Oct 13, 2022

SELL
$44.11 - $53.04 $68,370 - $82,212
-1,550 Reduced 10.36%
13,413 $592,000
Q2 2022

Jul 22, 2022

BUY
$45.19 - $56.15 $676,177 - $840,172
14,963 New
14,963 $695,000

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


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