Great Valley Advisor Group, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Great Valley Advisor Group, Inc.

  • $4.13 Billion
  • Q1 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 46,184 shares of SPTM stock, worth $3.57 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
46,184
Previous 28,927 59.66%
Holding current value
$3.57 Million
Previous $2.07 Million 51.98%
% of portfolio
0.08%
Previous 0.05%

Shares

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

May 08, 2025
BUY
$67.03 - $74.61 $1.16 Million - $1.29 Million
17,257 Added 59.66%
46,184 $3.14 Million
Q4 2024

Feb 24, 2025
BUY
$69.3 - $74.3 $145,322 - $155,807
2,097 Added 7.82%
28,927 $2.07 Million
Q3 2024

Nov 12, 2024
BUY
$63.28 - $70.06 $480,801 - $532,315
7,598 Added 39.51%
26,830 $1.88 Million
Q2 2024

Jul 16, 2024
SELL
$60.69 - $66.83 $1.04 Million - $1.15 Million
-17,203 Reduced 47.22%
19,232 $1.28 Million
Q1 2024

May 03, 2024
SELL
$57.38 - $64.15 $87,906 - $98,277
-1,532 Reduced 4.04%
36,435 $2.34 Million
Q4 2023

Feb 05, 2024
SELL
$50.31 - $58.65 $331,442 - $386,386
-6,588 Reduced 14.79%
37,967 $2.22 Million
Q3 2023

Nov 06, 2023
BUY
$52.22 - $56.31 $35,457 - $38,234
679 Added 1.55%
44,555 $2.34 Million
Q2 2023

Aug 10, 2023
BUY
$49.75 - $54.44 $1.15 Million - $1.26 Million
23,128 Added 111.47%
43,876 $2.39 Million
Q1 2023

May 02, 2023
BUY
$46.97 - $51.65 $202,252 - $222,404
4,306 Added 26.19%
20,748 $1.05 Million
Q4 2022

Jan 31, 2023
BUY
$44.09 - $50.41 $103,523 - $118,362
2,348 Added 16.66%
16,442 $777,000
Q3 2022

Oct 21, 2022
SELL
$44.11 - $53.04 $10,762 - $12,941
-244 Reduced 1.7%
14,094 $621,000
Q2 2022

Jul 19, 2022
BUY
$45.19 - $56.15 $68,914 - $85,628
1,525 Added 11.9%
14,338 $667,000
Q1 2022

Apr 20, 2022
SELL
$51.36 - $58.82 $45,659 - $52,290
-889 Reduced 6.49%
12,813 $713,000
Q4 2021

Feb 10, 2022
BUY
$52.99 - $58.74 $138,674 - $153,722
2,617 Added 23.61%
13,702 $800,000
Q3 2021

Oct 14, 2021
BUY
$52.32 - $55.93 $70,893 - $75,785
1,355 Added 13.93%
11,085 $588,000
Q2 2021

Jul 27, 2021
BUY
$49.77 - $52.97 $266,169 - $283,283
5,348 Added 122.04%
9,730 $515,000
Q1 2021

Apr 20, 2021
BUY
$45.48 - $49.44 $199,293 - $216,646
4,382 New
4,382 $215,000

Others Institutions Holding SPTM

# of Institutions
711
Shares Held
93.9M
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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