Gladstone Institutional Advisory LLC Spdr Portfolio S&P 1500 Compos Transaction History

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 6,909 shares of SPTM stock, worth $532,683. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,909
Previous 7,195 3.97%
Holding current value
$532,683
Previous $513,000 8.58%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$67.03 - $74.61 $19,170 - $21,338
-286 Reduced 3.97%
6,909 $469,000
Q4 2024

Jan 29, 2025
BUY
$69.3 - $74.3 $53,707 - $57,582
775 Added 12.07%
7,195 $513,000
Q3 2024

Oct 28, 2024
BUY
$63.28 - $70.06 $49,927 - $55,277
789 Added 14.01%
6,420 $449,000
Q2 2024

Aug 02, 2024
SELL
$60.69 - $66.83 $30,648 - $33,749
-505 Reduced 8.23%
5,631 $373,000
Q1 2024

May 14, 2024
SELL
$57.38 - $64.15 $44,526 - $49,780
-776 Reduced 11.23%
6,136 $393,000
Q4 2023

Feb 09, 2024
SELL
$50.31 - $58.65 $50,813 - $59,236
-1,010 Reduced 12.75%
6,912 $404,000
Q3 2023

Nov 13, 2023
SELL
$52.22 - $56.31 $19,634 - $21,172
-376 Reduced 4.53%
7,922 $415,000
Q2 2023

Aug 10, 2023
SELL
$49.75 - $54.44 $10,198 - $11,160
-205 Reduced 2.41%
8,298 $451,000
Q1 2023

May 12, 2023
BUY
$46.97 - $51.65 $39,126 - $43,024
833 Added 10.86%
8,503 $428,000
Q4 2022

Feb 01, 2023
BUY
$44.09 - $50.41 $12,168 - $13,913
276 Added 3.73%
7,670 $362,000
Q3 2022

Jan 27, 2023
BUY
$44.11 - $53.04 $33,700 - $40,522
764 Added 11.52%
7,394 $326,000
Q3 2022

Oct 20, 2022
BUY
$44.11 - $53.04 $33,700 - $40,522
764 Added 11.52%
7,394 $326,000
Q2 2022

Jan 27, 2023
BUY
$45.19 - $56.15 $73,704 - $91,580
1,631 Added 32.63%
6,630 $308,000
Q2 2022

Aug 15, 2022
BUY
$45.19 - $56.15 $73,704 - $91,580
1,631 Added 32.63%
6,630 $308,000
Q1 2022

Jan 27, 2023
SELL
$51.36 - $58.82 $123,007 - $140,873
-2,395 Reduced 32.39%
4,999 $278,000
Q1 2022

May 04, 2022
BUY
$51.36 - $58.82 $256,748 - $294,041
4,999 New
4,999 $278,000

Others Institutions Holding SPTM

# of Institutions
717
Shares Held
94.5M
Call Options Held
8.6K
Put Options Held
4.1K
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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