Orin Green Financial, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Orin Green Financial, LLC

$223 Million
Q1 2025

A detailed history of Orin Green Financial, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Orin Green Financial, LLC holds 4,149 shares of SPTM stock, worth $300,097. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,149

Previous 3,955 4.91%

Holding current value

$300,097

Previous $282,000 -0.0%

% of portfolio

0.13%

Previous 0.12%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$67.03 - $74.61 $13,003 - $14,474	194 Added 4.91%	4,149 $282,000
Q2 2024 Jul 30, 2024	SELL	$60.69 - $66.83 $8,557 - $9,423	-141 Reduced 3.44%	3,955 $262,000
Q4 2023 Feb 08, 2024	BUY	$50.31 - $58.65 $553 - $645	11 Added 0.27%	4,096 $239,000
Q3 2023 Nov 13, 2023	SELL	$52.22 - $56.31 $1,879 - $2,027	-36 Reduced 0.87%	4,085 $214,000
Q2 2023 Jul 31, 2023	BUY	$49.75 - $54.44 $696 - $762	14 Added 0.34%	4,121 $224,000
Q1 2023 May 12, 2023	BUY	$46.97 - $51.65 $192,905 - $212,126	4,107 New	4,107 $207,000
Q2 2022 Jul 19, 2022	SELL	$45.19 - $56.15 $208,868 - $259,525	-4,622 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$52.99 - $58.74 $2,331 - $2,584	-44 Reduced 0.94%	4,622 $256,000
Q2 2021 Aug 16, 2021	SELL	$49.77 - $52.97 $7,017 - $7,468	-141 Reduced 2.93%	4,666 $247,000
Q1 2021 May 17, 2021	SELL	$45.48 - $49.44 $7,185 - $7,811	-158 Reduced 3.18%	4,807 $236,000
Q4 2020 Feb 11, 2021	BUY	$39.96 - $46.09 $198,401 - $228,836	4,965 New	4,965 $229,000

Others Institutions Holding SPTM

# of Institutions

701

Shares Held

92.4M

Call Options Held

8.6K

Put Options Held

4.1K

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Orin Green Financial, LLC Spdr Portfolio S&P 1500 Compos Transaction History