Moseley Investment Management Inc Spdr Portfolio S&P 1500 Compos Transaction History

Moseley Investment Management Inc

  • $250 Million
  • Q4 2024

A detailed history of Moseley Investment Management Inc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Moseley Investment Management Inc holds 8,569 shares of SPTM stock, worth $619,110. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,569
Previous 8,996 4.75%
Holding current value
$619,110
Previous $630,000 2.86%
% of portfolio
0.24%
Previous 0.26%

Shares

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

Jan 14, 2025
SELL
$69.3 - $74.3 $29,591 - $31,726
-427 Reduced 4.75%
8,569 $612,000
Q3 2024

Oct 16, 2024
SELL
$63.28 - $70.06 $16,452 - $18,215
-260 Reduced 2.81%
8,996 $630,000
Q2 2024

Jul 16, 2024
SELL
$60.69 - $66.83 $17,903 - $19,714
-295 Reduced 3.09%
9,256 $614,000
Q1 2024

Apr 04, 2024
BUY
$57.38 - $64.15 $21,574 - $24,120
376 Added 4.1%
9,551 $612,000
Q4 2023

Jan 25, 2024
SELL
$50.31 - $58.65 $34,009 - $39,647
-676 Reduced 6.86%
9,175 $536,000
Q3 2023

Oct 16, 2023
SELL
$52.22 - $56.31 $15,509 - $16,724
-297 Reduced 2.93%
9,851 $517,000
Q2 2023

Jul 06, 2023
BUY
$49.75 - $54.44 $3,631 - $3,974
73 Added 0.72%
10,148 $552,000
Q1 2023

May 03, 2023
BUY
$46.97 - $51.65 $23,344 - $25,670
497 Added 5.19%
10,075 $508,000
Q4 2022

Jan 24, 2023
SELL
$44.09 - $50.41 $86,901 - $99,358
-1,971 Reduced 17.07%
9,578 $0
Q3 2022

Oct 13, 2022
SELL
$44.11 - $53.04 $5,557 - $6,683
-126 Reduced 1.08%
11,549 $509,000
Q2 2022

Jul 15, 2022
SELL
$45.19 - $56.15 $7,185 - $8,927
-159 Reduced 1.34%
11,675 $543,000
Q1 2022

Apr 21, 2022
BUY
$51.36 - $58.82 $26,655 - $30,527
519 Added 4.59%
11,834 $658,000
Q4 2021

Jan 25, 2022
SELL
$52.99 - $58.74 $7,312 - $8,106
-138 Reduced 1.2%
11,315 $661,000
Q3 2021

Oct 27, 2021
SELL
$52.32 - $55.93 $16,271 - $17,394
-311 Reduced 2.64%
11,453 $614,000
Q2 2021

Aug 11, 2021
SELL
$49.77 - $52.97 $33,296 - $35,436
-669 Reduced 5.38%
11,764 $623,000
Q1 2021

Apr 19, 2021
SELL
$45.48 - $49.44 $94,552 - $102,785
-2,079 Reduced 14.33%
12,433 $612,000
Q4 2020

Jan 26, 2021
BUY
$39.96 - $46.09 $38,441 - $44,338
962 Added 7.1%
14,512 $669,000
Q3 2020

Nov 04, 2020
SELL
$37.97 - $43.65 $41,729 - $47,971
-1,099 Reduced 7.5%
13,550 $554,000
Q2 2020

Jul 24, 2020
SELL
$29.99 - $39.74 $35,238 - $46,694
-1,175 Reduced 7.43%
14,649 $553,000
Q1 2020

Apr 20, 2020
SELL
$27.12 - $41.81 $261,165 - $402,630
-9,630 Reduced 37.83%
15,824 $0
Q4 2019

Jan 15, 2020
SELL
$35.63 - $39.97 $87,044 - $97,646
-2,443 Reduced 8.76%
25,454 $1.02 Million
Q3 2019

Oct 30, 2019
BUY
$36.53 - $37.33 $255,308 - $260,899
6,989 Added 33.43%
27,897 $1.03 Million
Q2 2019

Jul 16, 2019
BUY
N/A
5,907 Added 39.38%
20,908 $762,000
Q1 2019

May 09, 2019
BUY
N/A
15,001 New
15,001 $528,000

Others Institutions Holding SPTM

# of Institutions
676
Shares Held
93.6M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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