Hbw Advisory Services LLC Spdr Portfolio S&P 1500 Compos Transaction History

Hbw Advisory Services LLC

  • $563 Million
  • Q1 2024

A detailed history of Hbw Advisory Services LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Hbw Advisory Services LLC holds 85,771 shares of SPTM stock, worth $5.73 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
85,771
Previous 85,771 -0.0%
Holding current value
$5.73 Million
Previous $5.01 Million 9.75%
% of portfolio
0.98%
Previous 0.94%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 16, 2024
BUY
$50.31 - $58.65 $11,068 - $12,903
220 Added 0.26%
85,771 $5.01 Million
Q3 2023

Oct 11, 2023
SELL
$52.22 - $56.31 $713,690 - $769,588
-13,667 Reduced 13.77%
85,551 $4.49 Million
Q2 2023

Jul 05, 2023
SELL
$49.75 - $54.44 $102,684 - $112,364
-2,064 Reduced 2.04%
99,218 $5.4 Million
Q1 2023

Apr 07, 2023
BUY
$46.97 - $51.65 $89,712 - $98,651
1,910 Added 1.92%
101,282 $5.11 Million
Q3 2022

Oct 05, 2022
SELL
N/A
-1,587 Reduced 1.57%
99,372 $4.38 Million
Q2 2022

Jul 13, 2022
BUY
N/A
2,817 Added 2.87%
100,959 $4.69 Million
Q1 2022

Apr 18, 2022
SELL
N/A
-1,563 Reduced 1.57%
98,142 $5.46 Million
Q4 2021

Jan 11, 2022
SELL
N/A
-4,512 Reduced 4.33%
99,705 $5.83 Million
Q3 2021

Oct 08, 2021
BUY
N/A
3,833 Added 3.82%
104,217 $5.52 Million
Q2 2021

Jul 15, 2021
SELL
N/A
-2,474 Reduced 2.41%
100,384 $5.32 Million
Q1 2021

Apr 13, 2021
BUY
N/A
1,049 Added 1.03%
102,858 $5.06 Million
Q4 2020

Jan 12, 2021
BUY
N/A
302 Added 0.3%
101,809 $4.69 Million
Q3 2020

Oct 14, 2020
BUY
N/A
16,647 Added 19.62%
101,507 $4.15 Million
Q2 2020

Jul 08, 2020
BUY
N/A
1,389 Added 1.66%
84,860 $3.21 Million
Q1 2020

Apr 30, 2020
SELL
N/A
-3,498 Reduced 4.02%
83,471 $2.79 Million
Q4 2019

Jan 16, 2020
BUY
N/A
6,245 Added 7.74%
86,969 $3.49 Million
Q3 2019

Oct 11, 2019
BUY
N/A
80,724 New
80,724 $0

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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