Olio Financial Planning Spdr Portfolio S&P 1500 Compos Transaction History

Olio Financial Planning

  • $267 Million
  • Q3 2024

A detailed history of Olio Financial Planning transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Olio Financial Planning holds 11,712 shares of SPTM stock, worth $838,696. This represents 0.31% of its overall portfolio holdings.

Number of Shares
11,712
Previous 11,712 -0.0%
Holding current value
$838,696
Previous $777,000 5.53%
% of portfolio
0.31%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024
SELL
$50.31 - $58.65 $2,163 - $2,521
-43 Reduced 0.37%
11,712 $684,000
Q4 2022

Jan 13, 2023
BUY
$44.09 - $50.41 $2,469 - $2,822
56 Added 0.48%
11,755 $0
Q1 2022

Apr 21, 2022
SELL
$51.36 - $58.82 $47,508 - $54,408
-925 Reduced 7.33%
11,699 $650,000
Q4 2021

Jan 31, 2022
BUY
$52.99 - $58.74 $668,945 - $741,533
12,624 New
12,624 $738,000

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

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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