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 $974,731. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,347

Previous 4,277 212.06%

Holding current value

$974,731

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

619

Shares Held

84.9M

Call Options Held

949K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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