J.W. Cole Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

J.W. Cole Advisors, Inc.

$3.14 Billion
Q1 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 3,476 shares of SPTM stock, worth $234,073. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,476

Previous 21,736 84.01%

Holding current value

$234,073

Previous $1.55 Million 84.79%

% of portfolio

0.01%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$67.03 - $74.61 $1.22 Million - $1.36 Million	-18,260 Reduced 84.01%	3,476 $236,000
Q4 2024 Jan 30, 2025	BUY	$69.3 - $74.3 $581,357 - $623,302	8,389 Added 62.85%	21,736 $1.55 Million
Q3 2024 Oct 24, 2024	BUY	$63.28 - $70.06 $573,949 - $635,444	9,070 Added 212.06%	13,347 $935,000
Q2 2024 Aug 08, 2024	SELL	$60.69 - $66.83 $468,890 - $516,328	-7,726 Reduced 64.37%	4,277 $283,000
Q1 2024 Apr 30, 2024	BUY	$57.38 - $64.15 $573 - $641	10 Added 0.08%	12,003 $769,000
Q4 2023 Jan 31, 2024	BUY	$50.31 - $58.65 $603,367 - $703,389	11,993 New	11,993 $700,000
Q1 2022 May 16, 2022	BUY	$51.36 - $58.82 $8.22 Million - $9.41 Million	160,052 New	160,052 $40,000

Others Institutions Holding SPTM

# of Institutions

687

Shares Held

89.7M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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J.W. Cole Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History