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

Ifp Advisors, Inc

$2.91 Billion
Q4 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 5,728 shares of SPTM stock, worth $405,886. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,728

Previous 5,738 0.17%

Holding current value

$405,886

Previous $402,000 1.74%

% of portfolio

0.01%

Previous 0.02%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$69.3 - $74.3 $693 - $743	-10 Reduced 0.17%	5,728 $409,000
Q3 2024 Feb 04, 2025	BUY	$63.28 - $70.06 $379 - $420	6 Added 0.1%	5,738 $402,000
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

677

Shares Held

93.6M

Call Options Held

Put Options Held

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