A detailed history of Gradient Capital Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 4,752 shares of SPTM stock, worth $343,427. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,752
Previous 4,752 -0.0%
Holding current value
$343,427
Previous $315,000 5.4%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Jul 19, 2024

SELL
$60.69 - $66.83 $3,702 - $4,076
-61 Reduced 1.27%
4,752 $315,000
Q1 2024

Apr 17, 2024

BUY
$57.38 - $64.15 $57 - $64
1 Added 0.02%
4,813 $308,000
Q4 2023

Jan 31, 2024

SELL
$50.31 - $58.65 $4,276 - $4,985
-85 Reduced 1.74%
4,812 $281,000
Q3 2023

Oct 24, 2023

SELL
$52.22 - $56.31 $267,470 - $288,419
-5,122 Reduced 51.12%
4,897 $257,000
Q2 2023

Jul 18, 2023

BUY
$49.75 - $54.44 $240,989 - $263,707
4,844 Added 93.6%
10,019 $545,000
Q4 2022

Feb 03, 2023

BUY
$44.09 - $50.41 $44 - $50
1 Added 0.02%
5,175 $244,000
Q1 2022

Apr 29, 2022

BUY
$51.36 - $58.82 $51 - $58
1 Added 0.02%
5,174 $288,000
Q4 2021

Jan 31, 2022

BUY
$52.99 - $58.74 $4,769 - $5,286
90 Added 1.77%
5,173 $302,000
Q1 2021

Apr 21, 2021

SELL
$45.48 - $49.44 $21,239 - $23,088
-467 Reduced 8.41%
5,083 $250,000
Q4 2020

Jan 20, 2021

BUY
$39.96 - $46.09 $2,597 - $2,995
65 Added 1.19%
5,550 $256,000
Q3 2020

Oct 21, 2020

SELL
$37.97 - $43.65 $17,010 - $19,555
-448 Reduced 7.55%
5,485 $224,000
Q2 2020

Jul 28, 2020

BUY
$29.99 - $39.74 $177,930 - $235,777
5,933 New
5,933 $224,000
Q1 2020

Apr 22, 2020

SELL
$27.12 - $41.81 $148,780 - $229,369
-5,486 Closed
0 $0
Q4 2019

Jan 16, 2020

BUY
$35.63 - $39.97 $195,466 - $219,275
5,486 New
5,486 $219,000

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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