A detailed history of Glassman Wealth Services transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Glassman Wealth Services holds 4,396 shares of SPTM stock, worth $322,007. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,396
Previous 4,396 -0.0%
Holding current value
$322,007
Previous $291,000 5.5%
% of portfolio
0.05%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 08, 2023

SELL
$49.75 - $54.44 $21,989 - $24,062
-442 Reduced 9.14%
4,396 $239,000
Q4 2022

Feb 06, 2023

SELL
$44.09 - $50.41 $64,724 - $74,001
-1,468 Reduced 23.28%
4,838 $228,000
Q3 2022

Nov 09, 2022

BUY
$44.11 - $53.04 $48,653 - $58,503
1,103 Added 21.2%
6,306 $278,000
Q1 2022

Aug 23, 2022

BUY
$51.36 - $58.82 $170,412 - $195,164
3,318 Added 176.02%
5,203 $289,000
Q1 2022

Apr 14, 2022

BUY
$51.36 - $58.82 $96,813 - $110,875
1,885 New
1,885 $105,000
Q2 2019

Aug 08, 2019

SELL
N/A
-864 Closed
0 $0
Q4 2017

Feb 06, 2018

BUY
N/A
720 Added 500.0%
864 $29,000
Q2 2017

Aug 09, 2017

BUY
N/A
144
144 $26,000

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Glassman Wealth Services Portfolio

Follow Glassman Wealth Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Glassman Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Glassman Wealth Services with notifications on news.