Nikulski Financial, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Nikulski Financial, Inc.

$331 Million
Q3 2024

A detailed history of Nikulski Financial, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Nikulski Financial, Inc. holds 14,452 shares of SPTM stock, worth $1.03 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

14,452

Previous 14,357 0.66%

Holding current value

$1.03 Million

Previous $952,000 6.3%

% of portfolio

0.31%

Previous 0.3%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$63.28 - $70.06 $6,011 - $6,655	95 Added 0.66%	14,452 $1.01 Million
Q2 2024 Jul 30, 2024	SELL	$60.69 - $66.83 $9,406 - $10,358	-155 Reduced 1.07%	14,357 $952,000
Q1 2024 Apr 18, 2024	SELL	$57.38 - $64.15 $29,378 - $32,844	-512 Reduced 3.41%	14,512 $930,000
Q4 2023 Feb 01, 2024	SELL	$50.31 - $58.65 $3,320 - $3,870	-66 Reduced 0.44%	15,024 $878,000
Q3 2023 Oct 17, 2023	BUY	$52.22 - $56.31 $8,302 - $8,953	159 Added 1.06%	15,090 $792,000
Q2 2023 Jul 27, 2023	BUY	$49.75 - $54.44 $7,761 - $8,492	156 Added 1.06%	14,931 $812,000
Q1 2023 May 11, 2023	BUY	$46.97 - $51.65 $13,339 - $14,668	284 Added 1.96%	14,775 $745,000
Q4 2022 Jan 25, 2023	SELL	$44.09 - $50.41 $71,425 - $81,664	-1,620 Reduced 10.06%	14,491 $0
Q3 2022 Oct 20, 2022	BUY	$44.11 - $53.04 $23,510 - $28,270	533 Added 3.42%	16,111 $711,000
Q2 2022 Jul 19, 2022	BUY	$45.19 - $56.15 $23,634 - $29,366	523 Added 3.47%	15,578 $724,000
Q1 2022 Apr 08, 2022	BUY	$51.36 - $58.82 $109,396 - $125,286	2,130 Added 16.48%	15,055 $837,000
Q4 2021 Feb 01, 2022	BUY	$52.99 - $58.74 $131,097 - $145,322	2,474 Added 23.67%	12,925 $755,000
Q3 2021 Nov 05, 2021	BUY	$52.32 - $55.93 $25,270 - $27,014	483 Added 4.85%	10,451 $554,000
Q2 2021 Aug 11, 2021	BUY	$49.77 - $52.97 $90,730 - $96,564	1,823 Added 22.38%	9,968 $535,000
Q1 2021 May 14, 2021	BUY	$45.48 - $49.44 $6,276 - $6,822	138 Added 1.72%	8,145 $401,000
Q4 2020 Feb 09, 2021	BUY	$39.96 - $46.09 $53,346 - $61,530	1,335 Added 20.01%	8,007 $369,000
Q3 2020 Nov 10, 2020	BUY	$37.97 - $43.65 $4,974 - $5,718	131 Added 2.0%	6,672 $273,000
Q2 2020 Jul 17, 2020	SELL	$29.99 - $39.74 $8,877 - $11,763	-296 Reduced 4.33%	6,541 $247,000
Q1 2020 Apr 29, 2020	BUY	$27.12 - $41.81 $24,679 - $38,047	910 Added 15.35%	6,837 $215,000
Q4 2019 Feb 04, 2020	BUY	$35.63 - $39.97 $211,179 - $236,902	5,927 New	5,927 $239,000

Others Institutions Holding SPTM

# of Institutions

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

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Nikulski Financial, Inc. Spdr Portfolio S&P 1500 Compos Transaction History