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

Intrepid Financial Planning Group LLC

$206 Million
Q1 2025

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 5,994 shares of SPTM stock, worth $462,916. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,994

Previous 6,864 12.67%

Holding current value

$462,916

Previous $490,000 16.94%

% of portfolio

0.2%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$67.03 - $74.61 $58,316 - $64,910	-870 Reduced 12.67%	5,994 $407,000
Q4 2024 Feb 10, 2025	SELL	$69.3 - $74.3 $50,242 - $53,867	-725 Reduced 9.55%	6,864 $490,000
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

711

Shares Held

93.9M

Call Options Held

8.6K

Put Options Held

4.1K

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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