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

Intrepid Financial Planning Group LLC

  • $224 Million
  • Q2 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 5,844 shares of SPTM stock, worth $476,052. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,844
Previous 5,994 2.5%
Holding current value
$476,052
Previous $407,000 7.37%
% of portfolio
0.2%
Previous 0.2%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$60.34 - $74.89 $9,051 - $11,233
-150 Reduced 2.5%
5,844 $437,000
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
724
Shares Held
94.8M
Call Options Held
24.2K
Put Options Held
0
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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