Mc Clarren Financial Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Mc Clarren Financial Advisors, Inc.

$153 Million
Q3 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 16,508 shares of SPTM stock, worth $1.32 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

16,508

Previous 19,450 15.13%

Holding current value

$1.32 Million

Previous $1.46 Million 8.59%

% of portfolio

0.87%

Previous 1.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$74.93 - $80.73 $220,444 - $237,507	-2,942 Reduced 15.13%	16,508 $1.33 Million
Q2 2025 Aug 07, 2025	BUY	$60.34 - $74.89 $138,540 - $171,947	2,296 Added 13.38%	19,450 $1.46 Million
Q1 2025 May 09, 2025	SELL	$67.03 - $74.61 $161,877 - $180,183	-2,415 Reduced 12.34%	17,154 $1.33 Million
Q4 2024 Jan 29, 2025	BUY	$69.3 - $74.3 $122,591 - $131,436	1,769 Added 9.94%	19,569 $1.4 Million
Q3 2024 Oct 18, 2024	BUY	$63.28 - $70.06 $1 Million - $1.11 Million	15,810 Added 794.47%	17,800 $45 Million
Q2 2024 Jul 26, 2024	SELL	$60.69 - $66.83 $1.42 Million - $1.56 Million	-23,373 Reduced 92.15%	1,990 $1.62 Million
Q1 2024 Jul 26, 2024	BUY	$57.38 - $64.15 $1.34 Million - $1.5 Million	23,310 Added 1135.41%	25,363 $1.63 Million
Q1 2024 May 03, 2024	SELL	$57.38 - $64.15 $1.35 Million - $1.5 Million	-23,451 Reduced 91.95%	2,053 $1.63 Million
Q4 2023 Feb 02, 2024	BUY	$50.31 - $58.65 $2,163 - $2,521	43 Added 0.17%	25,504 $1.49 Million
Q3 2023 Nov 03, 2023	SELL	$52.22 - $56.31 $99,061 - $106,820	-1,897 Reduced 6.93%	25,461 $1.33 Million
Q2 2023 Aug 04, 2023	SELL	$49.75 - $54.44 $24,825 - $27,165	-499 Reduced 1.79%	27,358 $1.49 Million
Q1 2023 May 05, 2023	SELL	$46.97 - $51.65 $27,806 - $30,576	-592 Reduced 2.08%	27,857 $1.39 Million
Q4 2022 Jan 30, 2023	BUY	$44.09 - $50.41 $68,119 - $77,883	1,545 Added 5.74%	28,449 $1.35 Million
Q3 2022 Oct 31, 2022	BUY	$44.11 - $53.04 $1.19 Million - $1.43 Million	26,904 New	26,904 $1.19 Million
Q2 2022 Aug 11, 2022	SELL	$45.19 - $56.15 $1.37 Million - $1.71 Million	-30,427 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$51.36 - $58.82 $3,287 - $3,764	64 Added 0.21%	30,427 $1.69 Million
Q4 2021 Jan 19, 2022	SELL	$52.99 - $58.74 $22,997 - $25,493	-434 Reduced 1.41%	30,363 $1.77 Million
Q3 2021 Oct 15, 2021	SELL	$52.32 - $55.93 $300,996 - $321,765	-5,753 Reduced 15.74%	30,797 $1.63 Million
Q2 2021 Jul 23, 2021	SELL	$49.77 - $52.97 $358,692 - $381,754	-7,207 Reduced 16.47%	36,550 $1.94 Million
Q1 2021 Apr 21, 2021	BUY	$45.48 - $49.44 $20,011 - $21,753	440 Added 1.02%	43,757 $2.15 Million
Q4 2020 Jan 29, 2021	BUY	$39.96 - $46.09 $1.73 Million - $2 Million	43,317 New	43,317 $2 Million

Others Institutions Holding SPTM

# of Institutions

738

Shares Held

95M

Call Options Held

24.2K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Mc Clarren Financial Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History