Jackson, Grant Investment Advisers, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Jackson, Grant Investment Advisers, Inc.

  • $243 Million
  • Q1 2024

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 12,802 shares of SPTM stock, worth $859,654. This represents 0.34% of its overall portfolio holdings.

Number of Shares
12,802
Previous 12,837 0.27%
Holding current value
$859,654
Previous $750,000 9.47%
% of portfolio
0.34%
Previous 0.33%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$57.38 - $64.15 $2,008 - $2,245
-35 Reduced 0.27%
12,802 $821,000
Q4 2023

Feb 01, 2024
BUY
$50.31 - $58.65 $1,609 - $1,876
32 Added 0.25%
12,837 $750,000
Q3 2023

Oct 13, 2023
BUY
$52.22 - $56.31 $6,736 - $7,263
129 Added 1.02%
12,805 $672,000
Q2 2023

Aug 01, 2023
BUY
$49.75 - $54.44 $8,109 - $8,873
163 Added 1.3%
12,676 $690,000
Q1 2023

May 02, 2023
BUY
$46.97 - $51.65 $7,421 - $8,160
158 Added 1.28%
12,513 $631,000
Q4 2022

Jan 26, 2023
BUY
$46.29 - $50.41 $6,017 - $6,553
130 Added 1.06%
12,355 $0
Q3 2022

Nov 14, 2022
BUY
N/A
3,296 Added 36.91%
12,225 $539,000
Q2 2022

Aug 04, 2022
SELL
N/A
-206 Reduced 2.26%
8,929 $415,000
Q1 2022

Apr 28, 2022
BUY
N/A
902 Added 10.96%
9,135 $508,000
Q4 2021

Jan 24, 2022
BUY
N/A
908 Added 12.4%
8,233 $481,000
Q3 2021

Oct 13, 2021
SELL
N/A
-18 Reduced 0.25%
7,325 $388,000
Q2 2021

Jul 15, 2021
SELL
N/A
-43 Reduced 0.58%
7,343 $389,000
Q1 2021

Apr 22, 2021
BUY
N/A
21 Added 0.29%
7,386 $363,000
Q4 2020

Mar 03, 2021
BUY
N/A
28 Added 0.38%
7,365 $339,000
Q3 2020

Nov 12, 2020
BUY
N/A
4 Added 0.05%
7,337 $300,000
Q2 2020

Aug 14, 2020
SELL
N/A
-70 Reduced 0.95%
7,333 $277,000
Q1 2020

May 12, 2020
SELL
N/A
-806 Reduced 9.82%
7,403 $233,000
Q4 2019

Feb 05, 2020
SELL
N/A
-592 Reduced 6.73%
8,209 $327,000
Q3 2019

Nov 20, 2019
BUY
N/A
310 Added 3.65%
8,801 $323,000
Q2 2019

Aug 13, 2019
BUY
N/A
476 Added 5.94%
8,491 $310,000
Q1 2019

May 07, 2019
SELL
N/A
-674 Reduced 7.76%
8,015 $282,000
Q4 2018

Jan 23, 2019
BUY
N/A
202 Added 2.38%
8,689 $269,000
Q3 2018

Nov 15, 2018
BUY
N/A
5,999 Added 241.12%
8,487 $307,000
Q2 2018

Aug 02, 2018
BUY
N/A
2,488 New
2,488 $85,000

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
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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