Goldstein Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Goldstein Advisors, LLC

  • $684 Billion
  • Q1 2025

A detailed history of Goldstein Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Goldstein Advisors, LLC holds 11,886 shares of SPTM stock, worth $850,086. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,886
Previous 11,919 0.28%
Holding current value
$850,086
Previous $851 Million 5.05%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Apr 23, 2025
SELL
$67.03 - $74.61 $2,211 - $2,462
-33 Reduced 0.28%
11,886 $808 Million
Q4 2024

Jan 17, 2025
SELL
$69.3 - $74.3 $21,067 - $22,587
-304 Reduced 2.49%
11,919 $851 Million
Q3 2024

Oct 24, 2024
SELL
$63.28 - $70.06 $13,541 - $14,992
-214 Reduced 1.72%
12,223 $856 Million
Q2 2024

Jul 24, 2024
SELL
$60.69 - $66.83 $54,681 - $60,213
-901 Reduced 6.76%
12,437 $825 Million
Q1 2024

May 13, 2024
SELL
$57.38 - $64.15 $192,509 - $215,223
-3,355 Reduced 20.1%
13,338 $856 Million
Q3 2023

Oct 18, 2023
SELL
$52.22 - $56.31 $24,438 - $26,353
-468 Reduced 2.73%
16,693 $876 Million
Q2 2023

Jul 21, 2023
SELL
$49.75 - $54.44 $6,666 - $7,294
-134 Reduced 0.77%
17,161 $934 Million
Q1 2023

May 09, 2023
SELL
$46.97 - $51.65 $107,702 - $118,433
-2,293 Reduced 11.71%
17,295 $872 Million
Q4 2022

Feb 03, 2023
BUY
$44.09 - $50.41 $863,634 - $987,431
19,588 New
19,588 $926 Million

Others Institutions Holding SPTM

# of Institutions
701
Shares Held
92.4M
Call Options Held
8.6K
Put Options Held
4.1K
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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