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

Mc Clarren Financial Advisors, Inc.

  • $151 Million
  • Q1 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 17,154 shares of SPTM stock, worth $1.23 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
17,154
Previous 19,569 12.34%
Holding current value
$1.23 Million
Previous $1.4 Million 4.51%
% of portfolio
0.88%
Previous 3.92%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
701
Shares Held
92.4M
Call Options Held
8.6K
Put Options Held
4.1K
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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