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

Olio Financial Planning

  • $340 Million
  • Q3 2025

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 10,142 shares of SPTM stock, worth $823,226. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,142
Previous 10,142 -0.0%
Holding current value
$823,226
Previous $759,000 7.64%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Jan 21, 2025
SELL
$69.3 - $74.3 $108,801 - $116,651
-1,570 Reduced 13.41%
10,142 $724,000
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
760
Shares Held
98.3M
Call Options Held
46.9K
Put Options Held
0
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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