Michael A. Dubis Financial Planning, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Michael A. Dubis Financial Planning, LLC

  • $101 Million
  • Q1 2025

A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 41,315 shares of SPTM stock, worth $2.99 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
41,315
Previous 41,295 0.05%
Holding current value
$2.99 Million
Previous $2.95 Million 5.36%
% of portfolio
2.76%
Previous 2.85%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$67.03 - $74.61 $1,340 - $1,492
20 Added 0.05%
41,315 $2.79 Million
Q4 2024

Feb 12, 2025
BUY
$69.3 - $74.3 $2.86 Million - $3.07 Million
41,295 New
41,295 $2.95 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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