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

One Wealth Advisors, LLC

  • $662 Million
  • Q4 2024

A detailed history of One Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, One Wealth Advisors, LLC holds 3,596 shares of SPTM stock, worth $242,154. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,596
Previous 3,799 5.34%
Holding current value
$242,154
Previous $266,000 3.76%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 24, 2025
SELL
$69.3 - $74.3 $14,067 - $15,082
-203 Reduced 5.34%
3,596 $256,000
Q4 2023

Feb 13, 2024
BUY
$50.31 - $58.65 $191,127 - $222,811
3,799 New
3,799 $222,000
Q4 2022

Feb 14, 2023
SELL
$44.09 - $50.41 $19,267 - $22,029
-437 Reduced 9.37%
4,227 $199,000
Q2 2022

Aug 15, 2022
SELL
$45.19 - $56.15 $1,717 - $2,133
-38 Reduced 0.81%
4,664 $217,000
Q2 2021

Aug 16, 2021
BUY
$49.77 - $52.97 $234,018 - $249,064
4,702 New
4,702 $249,000

Others Institutions Holding SPTM

# of Institutions
686
Shares Held
89.7M
Call Options Held
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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