Gradient Investments LLC Spdr Portfolio S&P 1500 Compos Transaction History

Gradient Investments LLC

  • $3.55 Billion
  • Q1 2024

A detailed history of Gradient Investments LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Gradient Investments LLC holds 1,009 shares of SPTM stock, worth $67,391. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,009
Previous 2,865 64.78%
Holding current value
$67,391
Previous $167,000 61.68%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$57.38 - $64.15 $106,497 - $119,062
-1,856 Reduced 64.78%
1,009 $64,000
Q4 2023

Jan 18, 2024
SELL
$50.31 - $58.65 $48,549 - $56,597
-965 Reduced 25.2%
2,865 $167,000
Q3 2023

Oct 27, 2023
BUY
$52.22 - $56.31 $147,312 - $158,850
2,821 Added 279.58%
3,830 $201,000
Q2 2023

Jul 11, 2023
SELL
$49.75 - $54.44 $28,258 - $30,921
-568 Reduced 36.02%
1,009 $54,000
Q1 2023

Apr 17, 2023
BUY
$46.97 - $51.65 $74,071 - $81,452
1,577 New
1,577 $79,000
Q2 2022

Jul 11, 2022
BUY
N/A
60 Added 150.0%
100 $5,000
Q1 2022

May 26, 2022
SELL
N/A
-253 Reduced 86.35%
40 $2,000
Q4 2021

Jan 12, 2022
BUY
N/A
293 New
293 $17,000
Q3 2021

Oct 18, 2021
SELL
N/A
-327 Closed
0 $0
Q2 2021

Jul 12, 2021
BUY
N/A
82 Added 33.47%
327 $17,000
Q1 2021

Apr 21, 2021
BUY
N/A
25 Added 11.36%
245 $12,000
Q3 2020

Oct 06, 2020
BUY
N/A
220 New
220 $9,000
Q2 2020

Jul 10, 2020
SELL
N/A
-41 Closed
0 $0
Q1 2020

Apr 07, 2020
BUY
N/A
41 New
41 $1,000
Q4 2018

Jan 18, 2019
SELL
N/A
-2,113 Closed
0 $0
Q3 2018

Oct 11, 2018
BUY
N/A
1,940 Added 1121.39%
2,113 $76,000
Q2 2018

Aug 09, 2018
BUY
N/A
173 New
173 $6,000

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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