Jnba Financial Advisors Spdr Portfolio S&P 1500 Compos Transaction History

Jnba Financial Advisors

  • $1.03 Billion
  • Q2 2025

A detailed history of Jnba Financial Advisors transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Jnba Financial Advisors holds 2,489 shares of SPTM stock, worth $202,753. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,489
Previous 2,563 2.89%
Holding current value
$202,753
Previous $174,000 6.9%
% of portfolio
0.02%
Previous 0.02%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$60.34 - $74.89 $4,465 - $5,541
-74 Reduced 2.89%
2,489 $186,000
Q1 2025

Apr 25, 2025
SELL
$67.03 - $74.61 $10,322 - $11,489
-154 Reduced 5.67%
2,563 $174,000
Q4 2024

Jan 30, 2025
SELL
$69.3 - $74.3 $4,989 - $5,349
-72 Reduced 2.58%
2,717 $194,000
Q2 2024

Jul 22, 2024
SELL
$60.69 - $66.83 $11,470 - $12,630
-189 Reduced 6.35%
2,789 $185,000
Q1 2024

Apr 26, 2024
SELL
$57.38 - $64.15 $6,770 - $7,569
-118 Reduced 3.81%
2,978 $191,000
Q4 2023

Feb 07, 2024
SELL
$50.31 - $58.65 $29,230 - $34,075
-581 Reduced 15.8%
3,096 $180,000
Q3 2023

Nov 02, 2023
SELL
$52.22 - $56.31 $78,852 - $85,028
-1,510 Reduced 29.11%
3,677 $193,000
Q2 2023

Aug 03, 2023
SELL
$49.75 - $54.44 $11,193 - $12,249
-225 Reduced 4.16%
5,187 $282,000
Q4 2022

Feb 06, 2023
SELL
$44.09 - $50.41 $16,269 - $18,601
-369 Reduced 6.38%
5,412 $255,000
Q3 2022

Nov 07, 2022
BUY
$44.11 - $53.04 $8,954 - $10,767
203 Added 3.64%
5,781 $255,000
Q2 2022

Jul 22, 2022
SELL
$45.19 - $56.15 $6,778 - $8,422
-150 Reduced 2.62%
5,578 $259,000
Q1 2022

Apr 29, 2022
SELL
$51.36 - $58.82 $54,903 - $62,878
-1,069 Reduced 15.73%
5,728 $318,000
Q3 2021

Nov 10, 2021
SELL
$52.32 - $55.93 $6,121 - $6,543
-117 Reduced 1.69%
6,797 $360,000
Q2 2021

Aug 04, 2021
SELL
$49.77 - $52.97 $30,857 - $32,841
-620 Reduced 8.23%
6,914 $366,000
Q1 2021

May 03, 2021
SELL
$45.48 - $49.44 $4,047 - $4,400
-89 Reduced 1.17%
7,534 $371,000
Q4 2020

Jan 25, 2021
SELL
$39.96 - $46.09 $4,715 - $5,438
-118 Reduced 1.52%
7,623 $351,000
Q3 2020

Nov 05, 2020
SELL
$37.97 - $43.65 $10,062 - $11,567
-265 Reduced 3.31%
7,741 $317,000
Q2 2020

Jul 24, 2020
SELL
$29.99 - $39.74 $95,488 - $126,532
-3,184 Reduced 28.45%
8,006 $302,000
Q1 2020

May 01, 2020
SELL
$27.12 - $41.81 $19,092 - $29,434
-704 Reduced 5.92%
11,190 $352,000
Q4 2019

Feb 10, 2020
SELL
$35.63 - $39.97 $151,427 - $169,872
-4,250 Reduced 26.33%
11,894 $474,000
Q3 2019

Nov 01, 2019
SELL
$36.53 - $37.33 $57,534 - $58,794
-1,575 Reduced 8.89%
16,144 $593,000
Q2 2019

Jul 26, 2019
SELL
N/A
-504 Reduced 2.77%
17,719 $646,000
Q1 2019

May 01, 2019
SELL
N/A
-2,807 Reduced 13.35%
18,223 $641,000
Q4 2018

Feb 07, 2019
BUY
N/A
21,030 New
21,030 $650,000
Q3 2018

Nov 01, 2018
SELL
N/A
-104,471 Closed
0 $0
Q2 2018

Jul 17, 2018
SELL
N/A
-29,089 Reduced 21.78%
104,471 $3.55 Million
Q1 2018

May 07, 2018
BUY
N/A
50,171 Added 60.17%
133,560 $134 Million
Q4 2017

Jan 31, 2018
BUY
N/A
83,389
83,389 $2.77 Million

Others Institutions Holding SPTM

# of Institutions
724
Shares Held
94.8M
Call Options Held
24.2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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