Householder Group Estate & Retirement Specialist, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 41,519 shares of SPTM stock, worth $2.8 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
41,519
Previous 42,324 1.9%
Holding current value
$2.8 Million
Previous $2.97 Million -0.0%
% of portfolio
2.22%
Previous 0.86%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$69.3 - $74.3 $55,786 - $59,811
-805 Reduced 1.9%
41,519 $2.97 Million
Q3 2024

Oct 18, 2024
BUY
$63.28 - $70.06 $30,754 - $34,049
486 Added 1.16%
42,324 $2.97 Million
Q2 2024

Jul 17, 2024
BUY
$60.69 - $66.83 $87,939 - $96,836
1,449 Added 3.59%
41,838 $2.78 Million
Q1 2024

May 03, 2024
BUY
$57.38 - $64.15 $75,167 - $84,036
1,310 Added 3.35%
40,389 $2.59 Million
Q4 2023

Jan 23, 2024
SELL
$50.31 - $58.65 $267,649 - $312,018
-5,320 Reduced 11.98%
39,079 $2.28 Million
Q3 2023

Oct 10, 2023
BUY
$52.22 - $56.31 $886,486 - $955,918
16,976 Added 61.9%
44,399 $2.33 Million
Q1 2023

Apr 13, 2023
BUY
$46.97 - $51.65 $1.29 Million - $1.42 Million
27,423 New
27,423 $1.38 Million
Q3 2022

Oct 11, 2022
BUY
$44.11 - $53.04 $100,570 - $120,931
2,280 Added 19.14%
14,195 $626,000
Q2 2022

Jul 18, 2022
BUY
$45.19 - $56.15 $43,743 - $54,353
968 Added 8.84%
11,915 $554,000
Q1 2022

Apr 18, 2022
BUY
$51.36 - $58.82 $65,329 - $74,819
1,272 Added 13.15%
10,947 $608,000
Q4 2021

Apr 12, 2022
BUY
$52.99 - $58.74 $512,678 - $568,309
9,675 New
9,675 $566,000

Others Institutions Holding SPTM

# of Institutions
699
Shares Held
92.2M
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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