Intrepid Financial Planning Group LLC Spdr Portfolio S&P 1500 Compos Transaction History

Intrepid Financial Planning Group LLC

  • $232 Million
  • Q3 2024

A detailed history of Intrepid Financial Planning Group LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 7,589 shares of SPTM stock, worth $548,457. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,589
Previous 7,589 -0.0%
Holding current value
$548,457
Previous $503,000 5.57%
% of portfolio
0.23%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$60.69 - $66.83 $60 - $66
-1 Reduced 0.01%
7,589 $503,000
Q1 2024

May 13, 2024
SELL
$57.38 - $64.15 $860 - $962
-15 Reduced 0.2%
7,590 $486,000
Q4 2023

Feb 13, 2024
SELL
$50.31 - $58.65 $23,142 - $26,979
-460 Reduced 5.7%
7,605 $444,000
Q3 2023

Nov 03, 2023
SELL
$52.22 - $56.31 $11,488 - $12,388
-220 Reduced 2.66%
8,065 $423,000
Q4 2022

Feb 02, 2023
SELL
$44.09 - $50.41 $12,653 - $14,467
-287 Reduced 3.35%
8,285 $391,000
Q2 2022

Aug 15, 2022
BUY
$45.19 - $56.15 $387,368 - $481,317
8,572 New
8,572 $398,000

Others Institutions Holding SPTM

# of Institutions
630
Shares Held
85M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Intrepid Financial Planning Group LLC Portfolio

Follow Intrepid Financial Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intrepid Financial Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intrepid Financial Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email