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

Mc Clarren Financial Advisors, Inc.

  • $135 Million
  • Q1 2024

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 2,053 shares of SPTM stock, worth $137,119. This represents 1.2% of its overall portfolio holdings.

Number of Shares
2,053
Previous 25,504 91.95%
Holding current value
$137,119
Previous $1.49 Million 9.12%
% of portfolio
1.2%
Previous 1.14%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$46.29 - $50.41 $71,518 - $77,883
1,545 Added 5.74%
28,449 $1.35 Million
Q3 2022

Oct 31, 2022
BUY
N/A
26,904 New
26,904 $1.19 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-30,427 Closed
0 $0
Q1 2022

Apr 29, 2022
BUY
N/A
64 Added 0.21%
30,427 $1.69 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-434 Reduced 1.41%
30,363 $1.77 Million
Q3 2021

Oct 15, 2021
SELL
N/A
-5,753 Reduced 15.74%
30,797 $1.63 Million
Q2 2021

Jul 23, 2021
SELL
N/A
-7,207 Reduced 16.47%
36,550 $1.94 Million
Q1 2021

Apr 21, 2021
BUY
N/A
440 Added 1.02%
43,757 $2.15 Million
Q4 2020

Jan 29, 2021
BUY
N/A
43,317 New
43,317 $2 Million

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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