Fsa Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History

Fsa Wealth Management LLC

  • $250 Million
  • Q3 2024

A detailed history of Fsa Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Fsa Wealth Management LLC holds 20,833 shares of SPTM stock, worth $1.53 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
20,833
Previous 20,822 0.05%
Holding current value
$1.53 Million
Previous $1.34 Million 9.29%
% of portfolio
0.58%
Previous 0.58%

Shares

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

Nov 14, 2024
BUY
$63.28 - $70.06 $696 - $770
11 Added 0.05%
20,833 $1.46 Million
Q1 2024

May 16, 2024
SELL
$57.38 - $64.15 $31,731 - $35,474
-553 Reduced 2.59%
20,822 $1.34 Million
Q4 2023

Feb 14, 2024
SELL
$50.31 - $58.65 $70,333 - $81,992
-1,398 Reduced 6.14%
21,375 $1.25 Million
Q3 2023

Nov 15, 2023
BUY
$52.22 - $56.31 $12,428 - $13,401
238 Added 1.06%
22,773 $1.2 Million
Q2 2023

Jul 31, 2023
SELL
$49.75 - $54.44 $11,840 - $12,956
-238 Reduced 1.05%
22,535 $1.23 Million
Q1 2023

Apr 21, 2023
SELL
$46.97 - $51.65 $37,247 - $40,958
-793 Reduced 3.37%
22,773 $1.15 Million
Q4 2022

Feb 13, 2023
BUY
$44.09 - $50.41 $9,567 - $10,938
217 Added 0.93%
23,566 $1.11 Million
Q3 2022

Nov 09, 2022
BUY
$44.11 - $53.04 $1.03 Million - $1.24 Million
23,349 New
23,349 $1.03 Million
Q2 2022

Aug 15, 2022
SELL
$45.19 - $56.15 $1.06 Million - $1.32 Million
-23,499 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$52.99 - $58.74 $42,339 - $46,933
-799 Reduced 3.29%
23,499 $1.37 Million
Q3 2021

Nov 15, 2021
SELL
$52.32 - $55.93 $40,757 - $43,569
-779 Reduced 3.11%
24,298 $1.29 Million
Q2 2021

Aug 13, 2021
SELL
$49.77 - $52.97 $86,649 - $92,220
-1,741 Reduced 6.49%
25,077 $1.33 Million
Q1 2021

May 17, 2021
SELL
$45.48 - $49.44 $823,233 - $894,913
-18,101 Reduced 40.3%
26,818 $1.32 Million
Q4 2020

Feb 11, 2021
SELL
$39.96 - $46.09 $80,279 - $92,594
-2,009 Reduced 4.28%
44,919 $2.07 Million
Q3 2020

Nov 13, 2020
BUY
$37.97 - $43.65 $257,664 - $296,208
6,786 Added 16.9%
46,928 $1.92 Million
Q2 2020

Aug 14, 2020
BUY
$29.99 - $39.74 $138,463 - $183,479
4,617 Added 13.0%
40,142 $1.52 Million
Q1 2020

May 15, 2020
BUY
$27.12 - $41.81 $67,664 - $104,315
2,495 Added 7.55%
35,525 $1.12 Million
Q4 2019

Feb 21, 2020
BUY
$35.63 - $39.97 $1.18 Million - $1.32 Million
33,030 New
33,030 $1.32 Million

Others Institutions Holding SPTM

# of Institutions
643
Shares Held
87M
Call Options Held
949K
Put Options Held
700
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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