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

J.W. Cole Advisors, Inc.

$2.33 Billion
Q3 2024

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 13,347 shares of SPTM stock, worth $964,587. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,347

Previous 4,277 212.06%

Holding current value

$964,587

Previous $283,000 230.39%

% of portfolio

0.04%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Account

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