A detailed history of N.E.W. Advisory Services LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 386,398 shares of SPTM stock, worth $25.8 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
386,398
Previous 404,953 4.58%
Holding current value
$25.8 Million
Previous $23.7 Million 4.72%
% of portfolio
2.76%
Previous 2.88%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

SELL
$57.38 - $64.15 $1.06 Million - $1.19 Million
-18,555 Reduced 4.58%
386,398 $24.8 Million
Q4 2023

Feb 06, 2024

BUY
$50.31 - $58.65 $232,180 - $270,669
4,615 Added 1.15%
404,953 $23.7 Million
Q3 2023

Nov 03, 2023

BUY
$52.22 - $56.31 $413,321 - $445,693
7,915 Added 2.02%
400,338 $21 Million
Q2 2023

Aug 04, 2023

BUY
$49.75 - $54.44 $332,031 - $363,332
6,674 Added 1.73%
392,423 $21.4 Million
Q1 2023

May 10, 2023

BUY
$46.97 - $51.65 $462,372 - $508,442
9,844 Added 2.62%
385,749 $19.5 Million
Q4 2022

Feb 13, 2023

BUY
$46.29 - $50.41 $4.22 Million - $4.6 Million
91,258 Added 32.06%
375,905 $17.8 Million
Q3 2022

Nov 10, 2022

BUY
N/A
11,841 Added 4.34%
284,647 $12.6 Million
Q2 2022

Aug 01, 2022

BUY
N/A
76,434 Added 38.92%
272,806 $12.7 Million
Q1 2022

Apr 11, 2022

SELL
N/A
-65,563 Reduced 25.03%
196,372 $9.65 Million
Q4 2021

Jan 18, 2022

BUY
N/A
24,161 Added 10.16%
261,935 $15.3 Million
Q3 2021

Oct 13, 2021

BUY
N/A
5,439 Added 2.34%
237,774 $12.6 Million
Q2 2021

Jul 15, 2021

BUY
N/A
36,268 Added 18.5%
232,335 $12.3 Million
Q1 2021

Apr 14, 2021

BUY
N/A
27,843 Added 16.55%
196,067 $9.75 Million
Q4 2020

Jan 14, 2021

BUY
N/A
18,775 Added 12.56%
168,224 $7.75 Million
Q3 2020

Oct 13, 2020

BUY
N/A
16,737 Added 12.61%
149,449 $6.11 Million
Q2 2020

Jul 09, 2020

BUY
N/A
37,234 Added 39.0%
132,712 $5.01 Million
Q4 2019

Feb 14, 2020

BUY
N/A
95,478 New
95,478 $3.81 Million

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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