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

Geo Wealth Management, LLC

  • $2.2 Billion
  • Q2 2024

A detailed history of Geo Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Geo Wealth Management, LLC holds 12,014 shares of SPTM stock, worth $838,577. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,014
Previous 11,271 6.59%
Holding current value
$838,577
Previous $723,000 10.24%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 12, 2024
BUY
$60.69 - $66.83 $45,092 - $49,654
743 Added 6.59%
12,014 $797,000
Q1 2024

May 15, 2024
SELL
$57.38 - $64.15 $592,391 - $662,284
-10,324 Reduced 91.6%
947 $60,000
Q1 2024

May 15, 2024
BUY
$57.38 - $64.15 $298,892 - $334,157
5,209 Added 85.93%
11,271 $723,000
Q4 2023

Feb 13, 2024
SELL
$50.31 - $58.65 $37,732 - $43,987
-750 Reduced 11.01%
6,062 $354,000
Q3 2023

Nov 13, 2023
SELL
$52.22 - $56.31 $40,209 - $43,358
-770 Reduced 10.16%
6,812 $357,000
Q2 2023

Aug 10, 2023
SELL
$49.75 - $54.44 $4,278 - $4,681
-86 Reduced 1.12%
7,582 $412,000
Q1 2023

May 12, 2023
SELL
$46.97 - $51.65 $1.47 Million - $1.61 Million
-31,267 Reduced 80.31%
7,668 $386,000
Q4 2022

Feb 13, 2023
SELL
$44.09 - $50.41 $1.72 Million - $1.97 Million
-38,984 Reduced 50.03%
38,935 $1.84 Million
Q3 2022

Nov 14, 2022
SELL
$44.11 - $53.04 $733,637 - $882,161
-16,632 Reduced 17.59%
77,919 $3.44 Million
Q2 2022

Aug 12, 2022
SELL
$45.19 - $56.15 $3.35 Million - $4.16 Million
-74,063 Reduced 43.92%
94,551 $4.39 Million
Q1 2022

May 13, 2022
BUY
$51.36 - $58.82 $299,582 - $343,097
5,833 Added 3.58%
168,614 $9.37 Million
Q4 2021

Feb 14, 2022
BUY
$52.99 - $58.74 $422,012 - $467,805
7,964 Added 5.14%
162,781 $9.51 Million
Q3 2021

Nov 12, 2021
SELL
$52.32 - $55.93 $125,724 - $134,399
-2,403 Reduced 1.53%
154,817 $8.2 Million
Q2 2021

Aug 17, 2021
BUY
$49.77 - $52.97 $1.88 Million - $2 Million
37,785 Added 31.64%
157,220 $8.33 Million
Q1 2021

May 13, 2021
SELL
$45.48 - $49.44 $127,844 - $138,975
-2,811 Reduced 2.3%
119,435 $5.88 Million
Q4 2020

Feb 12, 2021
BUY
$39.96 - $46.09 $4.88 Million - $5.63 Million
122,246 New
122,246 $5.64 Million
Q4 2019

Feb 13, 2020
SELL
$35.63 - $39.97 $1.35 Million - $1.52 Million
-37,905 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$36.53 - $37.33 $1.38 Million - $1.41 Million
37,905 New
37,905 $1.39 Million

Others Institutions Holding SPTM

# of Institutions
607
Shares Held
84.8M
Call Options Held
11.1K
Put Options Held
0
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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