Modera Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Modera Wealth Management, LLC holds 31,552 shares of SPTM stock, worth $2.12 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
31,552
Previous 5,634 460.03%
Holding current value
$2.12 Million
Previous $394,000 471.83%
% of portfolio
0.03%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$69.3 - $74.3 $1.8 Million - $1.93 Million
25,918 Added 460.03%
31,552 $2.25 Million
Q3 2024

Oct 24, 2024
SELL
$63.28 - $70.06 $506 - $560
-8 Reduced 0.14%
5,634 $394,000
Q3 2023

Nov 30, 2023
BUY
$52.22 - $56.31 $294,625 - $317,701
5,642 New
5,642 $296,000
Q2 2023

Aug 07, 2023
BUY
$49.75 - $54.44 $280,888 - $307,368
5,646 New
5,646 $307,000

Others Institutions Holding SPTM

# of Institutions
687
Shares Held
89.7M
Call Options Held
9K
Put Options Held
0
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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