Howard Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Howard Wealth Management, LLC

  • $123 Million
  • Q1 2024

A detailed history of Howard Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Howard Wealth Management, LLC holds 6,578 shares of SPTM stock, worth $441,712. This represents 0.34% of its overall portfolio holdings.

Number of Shares
6,578
Previous 6,688 1.64%
Holding current value
$441,712
Previous $390,000 7.95%
% of portfolio
0.34%
Previous 0.33%

Shares

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

May 06, 2024
SELL
$57.38 - $64.15 $6,311 - $7,056
-110 Reduced 1.64%
6,578 $421,000
Q4 2023

Feb 07, 2024
SELL
$50.31 - $58.65 $16,853 - $19,647
-335 Reduced 4.77%
6,688 $390,000
Q3 2023

Nov 01, 2023
SELL
$52.22 - $56.31 $30,026 - $32,378
-575 Reduced 7.57%
7,023 $368,000
Q2 2023

Aug 01, 2023
BUY
$49.75 - $54.44 $1,492 - $1,633
30 Added 0.4%
7,598 $413,000
Q1 2023

May 04, 2023
BUY
$46.97 - $51.65 $11,977 - $13,170
255 Added 3.49%
7,568 $381,000
Q4 2022

Jan 26, 2023
SELL
$46.29 - $50.41 $4,397 - $4,788
-95 Reduced 1.28%
7,313 $0
Q3 2022

Nov 01, 2022
BUY
N/A
7,408 New
7,408 $326,000
Q2 2022

Aug 09, 2022
SELL
N/A
-7,226 Closed
0 $0
Q1 2022

Apr 20, 2022
BUY
N/A
27 Added 0.38%
7,226 $401,000
Q4 2021

Jan 18, 2022
BUY
N/A
115 Added 1.62%
7,199 $420,000
Q3 2021

Oct 19, 2021
BUY
N/A
20 Added 0.28%
7,084 $375,000
Q2 2021

Jul 27, 2021
BUY
N/A
147 Added 2.13%
7,064 $374,000
Q1 2021

Apr 23, 2021
SELL
N/A
-196 Reduced 2.76%
6,917 $340,000
Q4 2020

Feb 02, 2021
SELL
N/A
-783 Reduced 9.92%
7,113 $327,000
Q3 2020

Oct 29, 2020
SELL
N/A
-1,225 Reduced 13.43%
7,896 $322,000
Q2 2020

Aug 03, 2020
SELL
N/A
-2,405 Reduced 20.87%
9,121 $344,000
Q1 2020

May 04, 2020
BUY
N/A
621 Added 5.69%
11,526 $362,000
Q4 2019

Feb 05, 2020
BUY
N/A
10,905 New
10,905 $434,000

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

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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