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

Goldstein Advisors, LLC

$689 Billion
Q4 2024

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 11,919 shares of SPTM stock, worth $813,710. This represents 0.12% of its overall portfolio holdings.

Number of Shares

11,919

Previous 12,223 2.49%

Holding current value

$813,710

Previous $856 Million 0.58%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

679

Shares Held

93.6M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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