Ifp Advisors, Inc Spdr Portfolio S&P 1500 Compos Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Ifp Advisors, Inc holds 5,732 shares of SPTM stock, worth $424,798. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,732

Previous 5,848 1.98%

Holding current value

$424,798

Previous $375,000 1.33%

% of portfolio

0.02%

Previous 0.02%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$60.69 - $66.83 $7,040 - $7,752	-116 Reduced 1.98%	5,732 $380,000
Q1 2024 Jul 30, 2024	BUY	$57.38 - $64.15 $16,353 - $18,282	285 Added 5.12%	5,848 $375,000
Q4 2023 Jan 09, 2024	SELL	$50.31 - $58.65 $86,835 - $101,229	-1,726 Reduced 23.68%	5,563 $325,000
Q3 2023 Oct 12, 2023	BUY	$52.22 - $56.31 $263,032 - $283,633	5,037 Added 223.67%	7,289 $382,000
Q2 2023 Aug 04, 2023	SELL	$49.75 - $54.44 $40,546 - $44,368	-815 Reduced 26.57%	2,252 $122,000
Q1 2023 Apr 18, 2023	SELL	$46.97 - $51.65 $292,388 - $321,521	-6,225 Reduced 66.99%	3,067 $154,000
Q4 2022 Feb 07, 2023	SELL	$44.09 - $50.41 $112,782 - $128,948	-2,558 Reduced 21.59%	9,292 $368,000
Q3 2022 Nov 08, 2022	BUY	$44.11 - $53.04 $138,284 - $166,280	3,135 Added 35.97%	11,850 $462,000
Q2 2022 Sep 06, 2022	BUY	$45.19 - $56.15 $393,830 - $489,347	8,715 New	8,715 $313,000
Q2 2022 Aug 12, 2022	SELL	$45.19 - $56.15 $393,830 - $489,347	-8,715 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$51.36 - $58.82 $328,190 - $375,859	6,390 Added 274.84%	8,715 $0
Q1 2022 Aug 08, 2022	BUY	$51.36 - $58.82 $11,812 - $13,528	230 Added 10.98%	2,325 $0
Q4 2021 Jan 12, 2022	BUY	$52.99 - $58.74 $5,934 - $6,578	112 Added 5.65%	2,095 $127,000
Q3 2021 Oct 06, 2021	BUY	$52.32 - $55.93 $1,255 - $1,342	24 Added 1.23%	1,983 $112,000
Q2 2021 Jul 13, 2021	SELL	$49.77 - $52.97 $59,226 - $63,034	-1,190 Reduced 37.79%	1,959 $102,000
Q1 2021 Apr 30, 2021	SELL	$45.48 - $49.44 $25,787 - $28,032	-567 Reduced 15.26%	3,149 $153,000
Q4 2020 Jan 25, 2021	SELL	$39.96 - $46.09 $7,432 - $8,572	-186 Reduced 4.77%	3,716 $171,000
Q3 2020 Oct 29, 2020	SELL	$37.97 - $43.65 $542,857 - $624,064	-14,297 Reduced 78.56%	3,902 $157,000
Q2 2020 Aug 05, 2020	SELL	$29.99 - $39.74 $90,959 - $120,531	-3,033 Reduced 14.29%	18,199 $678,000
Q1 2020 May 12, 2020	SELL	$27.12 - $41.81 $416,102 - $641,490	-15,343 Reduced 41.95%	21,232 $680,000
Q4 2019 Jan 17, 2020	SELL	$35.63 - $39.97 $61,675 - $69,188	-1,731 Reduced 4.52%	36,575 $1.46 Million
Q3 2019 Nov 07, 2019	BUY	$36.53 - $37.33 $1.3 Million - $1.32 Million	35,466 Added 1248.8%	38,306 $1.39 Million
Q1 2019 May 15, 2019	SELL	N/A	-32,631 Reduced 91.99%	2,840 $100,000
Q4 2018 Jan 23, 2019	BUY	N/A	9,470 Added 36.42%	35,471 $0
Q3 2018 Oct 25, 2018	BUY	N/A	6,256 Added 31.68%	26,001 $0
Q2 2018 Aug 07, 2018	BUY	N/A	8,026 Added 68.49%	19,745 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-5,204 Reduced 30.75%	11,719 $389,000
Q1 2018 May 09, 2018	BUY	N/A	5,204 Added 44.41%	16,923 $0
Q4 2017 Jan 24, 2018	BUY	N/A	11,057 Added 1670.24%	11,719 $0
Q2 2017 Jun 03, 2019	BUY	N/A	655 Added 9357.14%	662 $120,000
Q2 2016 Jun 03, 2019	SELL	N/A	-2,833 Reduced 99.75%	7 $1,000
Q1 2016 Jun 03, 2019	BUY	N/A	2,840	2,840 $100,000

Others Institutions Holding SPTM

# of Institutions

634

Shares Held

85.5M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account