Legacy Capital Group California, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Legacy Capital Group California, Inc.

$328 Billion
Q4 2024

A detailed history of Legacy Capital Group California, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 76,020 shares of SPTM stock, worth $5.12 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

76,020

Previous 59,227 28.35%

Holding current value

$5.12 Million

Previous $4.15 Billion 30.86%

% of portfolio

1.66%

Previous 1.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$69.3 - $74.3 $1.16 Million - $1.25 Million	16,793 Added 28.35%	76,020 $5.43 Billion
Q3 2024 Oct 23, 2024	BUY	$63.28 - $70.06 $1.85 Million - $2.05 Million	29,265 Added 97.67%	59,227 $4.15 Billion
Q2 2024 Jul 22, 2024	SELL	$60.69 - $66.83 $38,659 - $42,570	-637 Reduced 2.08%	29,962 $1.99 Billion
Q1 2024 May 07, 2024	SELL	$57.38 - $64.15 $2.06 Million - $2.31 Million	-35,965 Reduced 54.03%	30,599 $1.96 Billion
Q4 2023 Feb 08, 2024	SELL	$50.31 - $58.65 $110,229 - $128,502	-2,191 Reduced 3.19%	66,564 $3.89 Billion
Q3 2023 Nov 06, 2023	SELL	$52.22 - $56.31 $153,996 - $166,058	-2,949 Reduced 4.11%	68,755 $3.61 Billion
Q2 2023 Aug 10, 2023	SELL	$49.75 - $54.44 $82,336 - $90,098	-1,655 Reduced 2.26%	71,704 $3.9 Billion
Q1 2023 May 11, 2023	BUY	$46.97 - $51.65 $3.45 Million - $3.79 Million	73,359 New	73,359 $3.7 Billion

Others Institutions Holding SPTM

# of Institutions

684

Shares Held

89.9M

Call Options Held

Put Options Held

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Legacy Capital Group California, Inc. Spdr Portfolio S&P 1500 Compos Transaction History