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 12,003 shares of SPTM stock, worth $809,962. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,003
Previous 11,993 0.08%
Holding current value
$809,962
Previous $700,000 9.86%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
160,052 New
160,052 $40,000

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. 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 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.