Journey Advisory Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Journey Advisory Group, LLC

$834 Million
Q4 2024

A detailed history of Journey Advisory Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Journey Advisory Group, LLC holds 64,291 shares of SPTM stock, worth $4.35 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

64,291

Previous 64,291 -0.0%

Holding current value

$4.35 Million

Previous $4.5 Million 1.95%

% of portfolio

0.55%

Previous 0.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$63.28 - $70.06 $113,904 - $126,108	-1,800 Reduced 2.72%	64,291 $4.5 Million
Q2 2024 Aug 02, 2024	SELL	$60.69 - $66.83 $20,513 - $22,588	-338 Reduced 0.51%	66,091 $4.39 Million
Q1 2024 May 09, 2024	SELL	$57.38 - $64.15 $50,264 - $56,195	-876 Reduced 1.3%	66,429 $4.26 Million
Q4 2023 Feb 12, 2024	BUY	$50.31 - $58.65 $1,006 - $1,173	20 Added 0.03%	67,305 $3.93 Million
Q3 2023 Nov 15, 2023	BUY	$52.22 - $56.31 $639,068 - $689,121	12,238 Added 22.23%	67,285 $3.53 Million
Q2 2023 Aug 09, 2023	SELL	$49.75 - $54.44 $766,249 - $838,484	-15,402 Reduced 21.86%	55,047 $3 Million
Q1 2023 May 04, 2023	BUY	$46.97 - $51.65 $3.31 Million - $3.64 Million	70,449 New	70,449 $3.55 Million

Others Institutions Holding SPTM

# of Institutions

681

Shares Held

93.9M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Journey Advisory Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History