Kelman Lazarov, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Kelman Lazarov, Inc.

$507 Million
Q4 2024

A detailed history of Kelman Lazarov, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 6,454 shares of SPTM stock, worth $436,225. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,454

Previous 6,556 1.56%

Holding current value

$436,225

Previous $459,000 0.44%

% of portfolio

0.09%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$69.3 - $74.3 $7,068 - $7,578	-102 Reduced 1.56%	6,454 $461,000
Q2 2024 Aug 12, 2024	SELL	$60.69 - $66.83 $8,678 - $9,556	-143 Reduced 2.13%	6,556 $434,000
Q1 2024 May 09, 2024	SELL	$57.38 - $64.15 $12,910 - $14,433	-225 Reduced 3.25%	6,699 $429,000
Q1 2022 May 10, 2022	SELL	$51.36 - $58.82 $4,416 - $5,058	-86 Reduced 1.23%	6,924 $385,000
Q3 2020 Nov 12, 2020	SELL	$37.97 - $43.65 $7,214 - $8,293	-190 Reduced 2.64%	7,010 $287,000
Q1 2020 Apr 27, 2020	SELL	$27.12 - $41.81 $48,382 - $74,589	-1,784 Reduced 19.86%	7,200 $226,000
Q2 2019 Jul 22, 2019	SELL	N/A	-166 Reduced 1.81%	8,984 $328,000
Q4 2017 Jan 23, 2018	BUY	N/A	7,625 Added 500.0%	9,150 $304,000
Q3 2017 Oct 05, 2017	BUY	N/A	1,525	1,525 $287,000

Others Institutions Holding SPTM

# of Institutions

684

Shares Held

93.5M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Industry ETFs

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Kelman Lazarov, Inc. Spdr Portfolio S&P 1500 Compos Transaction History