Leeward Financial Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Leeward Financial Partners, LLC

$235 Million
Q1 2024

A detailed history of Leeward Financial Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Leeward Financial Partners, LLC holds 15,921 shares of SPTM stock, worth $1.07 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

15,921

Previous 15,870 0.32%

Holding current value

$1.07 Million

Previous $927,000 10.14%

% of portfolio

0.43%

Previous 0.45%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$57.38 - $64.15 $2,926 - $3,271	51 Added 0.32%	15,921 $1.02 Million
Q4 2023 Jan 26, 2024	BUY	$50.31 - $58.65 $3,169 - $3,694	63 Added 0.4%	15,870 $927,000
Q3 2023 Oct 31, 2023	BUY	$52.22 - $56.31 $3,185 - $3,434	61 Added 0.39%	15,807 $829,000
Q2 2023 Aug 07, 2023	BUY	$49.75 - $54.44 $3,134 - $3,429	63 Added 0.4%	15,746 $857,000
Q1 2023 Apr 25, 2023	BUY	$46.97 - $51.65 $2,865 - $3,150	61 Added 0.39%	15,683 $790,000

Q4 2022 Jan 30, 2023	BUY	$46.29 - $50.41 $3,286 - $3,579	71 Added 0.46%	15,622 $738,000
Q3 2022 Nov 03, 2022	BUY	N/A	70 Added 0.45%	15,551 $686,000
Q2 2022 Jul 19, 2022	BUY	N/A	65 Added 0.42%	15,481 $720,000
Q1 2022 May 12, 2022	BUY	N/A	49 Added 0.32%	15,416 $857,000
Q4 2021 Jan 27, 2022	BUY	N/A	15,367 New	15,367 $898,000

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.6M

Call Options Held

131K

Put Options Held

100

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Leeward Financial Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History