Mutual Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

A detailed history of Mutual Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Mutual Advisors, LLC holds 84,257 shares of SPTM stock, worth $6.08 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

84,257

Previous 87,375 3.57%

Holding current value

$6.08 Million

Previous $5.8 Million 1.83%

% of portfolio

0.17%

Previous 0.18%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$63.28 - $70.06 $197,307 - $218,447	-3,118 Reduced 3.57%	84,257 $5.9 Million
Q2 2024 Jul 30, 2024	SELL	$60.69 - $66.83 $133,335 - $146,825	-2,197 Reduced 2.45%	87,375 $5.8 Million
Q1 2024 May 02, 2024	SELL	$57.38 - $64.15 $594,915 - $665,107	-10,368 Reduced 10.37%	89,572 $5.75 Million
Q4 2023 Jan 12, 2024	SELL	$50.31 - $58.65 $268,605 - $313,132	-5,339 Reduced 5.07%	99,940 $5.84 Million
Q3 2023 Nov 13, 2023	BUY	$52.22 - $56.31 $16,971 - $18,300	325 Added 0.31%	105,279 $5.53 Million
Q2 2023 Jul 31, 2023	BUY	$49.75 - $54.44 $593,666 - $649,632	11,933 Added 12.83%	104,954 $5.71 Million
Q1 2023 Apr 11, 2023	SELL	$46.97 - $51.65 $269,701 - $296,574	-5,742 Reduced 5.81%	93,021 $4.69 Million
Q4 2022 Jan 12, 2023	SELL	$44.09 - $50.41 $178,917 - $204,563	-4,058 Reduced 3.95%	98,763 $0
Q3 2022 Nov 03, 2022	BUY	$44.11 - $53.04 $240,443 - $289,121	5,451 Added 5.6%	102,821 $4.54 Million
Q2 2022 Aug 15, 2022	BUY	$45.19 - $56.15 $19,748 - $24,537	437 Added 0.45%	97,370 $4.53 Million
Q1 2022 May 09, 2022	BUY	$51.36 - $58.82 $12,840 - $14,705	250 Added 0.26%	96,933 $5.39 Million
Q4 2021 Feb 14, 2022	SELL	$52.99 - $58.74 $269,719 - $298,986	-5,090 Reduced 5.0%	96,683 $5.65 Million
Q3 2021 Nov 15, 2021	SELL	$52.32 - $55.93 $240,619 - $257,222	-4,599 Reduced 4.32%	101,773 $5.39 Million
Q2 2021 Aug 12, 2021	SELL	$49.77 - $52.97 $502,876 - $535,208	-10,104 Reduced 8.67%	106,372 $5.64 Million
Q1 2021 May 13, 2021	SELL	$45.48 - $49.44 $1.2 Million - $1.31 Million	-26,488 Reduced 18.53%	116,476 $5.73 Million
Q4 2020 Feb 11, 2021	BUY	$39.96 - $46.09 $512,287 - $590,873	12,820 Added 9.85%	142,964 $6.59 Million
Q3 2020 Nov 13, 2020	SELL	$37.97 - $43.65 $570,840 - $656,234	-15,034 Reduced 10.36%	130,144 $5.32 Million
Q2 2020 Aug 05, 2020	SELL	$29.99 - $39.74 $4.62 Million - $6.12 Million	-153,922 Reduced 51.46%	145,178 $5.49 Million
Q1 2020 May 13, 2020	SELL	$27.12 - $41.81 $590,836 - $910,872	-21,786 Reduced 6.79%	299,100 $9.41 Million
Q4 2019 Feb 11, 2020	BUY	$35.63 - $39.97 $918,042 - $1.03 Million	25,766 Added 8.73%	320,886 $12.8 Million
Q3 2019 Nov 01, 2019	BUY	$36.53 - $37.33 $3.07 Million - $3.14 Million	83,989 Added 39.78%	295,120 $10.8 Million
Q2 2019 Aug 15, 2019	BUY	N/A	72,567 Added 52.37%	211,131 $7.7 Million
Q1 2019 May 15, 2019	BUY	N/A	34,433 Added 33.07%	138,564 $4.88 Million
Q4 2018 Feb 15, 2019	BUY	N/A	68,651 Added 193.49%	104,131 $3.22 Million
Q3 2018 Nov 15, 2018	BUY	N/A	26,833 Added 310.32%	35,480 $1.28 Million
Q2 2018 Aug 15, 2018	BUY	N/A	8,647 New	8,647 $294,000

Others Institutions Holding SPTM

# of Institutions

629

Shares Held

85M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Mutual Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History