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

Outlook Wealth Advisors, LLC

  • $285 Million
  • Q1 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 3,382 shares of SPTM stock, worth $225,883. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,382
Previous 21,008 83.9%
Holding current value
$225,883
Previous $1.23 Million 82.4%
% of portfolio
0.08%
Previous 0.52%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$57.38 - $64.15 $1.01 Million - $1.13 Million
-17,626 Reduced 83.9%
3,382 $216,000
Q4 2023

Jan 29, 2024
SELL
$50.31 - $58.65 $1.27 Million - $1.48 Million
-25,238 Reduced 54.57%
21,008 $1.23 Million
Q3 2023

Oct 10, 2023
SELL
$52.22 - $56.31 $74,570 - $80,410
-1,428 Reduced 3.0%
46,246 $2.43 Million
Q2 2023

Jul 10, 2023
SELL
$49.75 - $54.44 $41,989 - $45,947
-844 Reduced 1.74%
47,674 $2.6 Million
Q1 2023

Apr 18, 2023
BUY
$46.97 - $51.65 $1.03 Million - $1.13 Million
21,943 Added 82.57%
48,518 $2.45 Million
Q4 2022

Feb 14, 2023
SELL
$46.29 - $50.41 $1.51 Million - $1.64 Million
-32,599 Reduced 55.09%
26,575 $1.26 Million
Q3 2022

Oct 25, 2022
SELL
N/A
-2,508 Reduced 4.07%
59,174 $2.61 Million
Q2 2022

Jul 28, 2022
SELL
N/A
-18,743 Reduced 23.3%
61,682 $2.87 Million
Q1 2022

Jul 28, 2022
BUY
N/A
263 Added 0.33%
80,425 $4.47 Million
Q1 2022

May 13, 2022
SELL
N/A
-1,657 Reduced 2.03%
80,162 $4.46 Million
Q4 2021

Jan 21, 2022
BUY
N/A
6,975 Added 9.32%
81,819 $4.78 Million
Q3 2021

Oct 22, 2021
SELL
N/A
-1,854 Reduced 2.42%
74,844 $3.97 Million
Q2 2021

Jul 21, 2021
BUY
N/A
12,682 Added 19.81%
76,698 $4.06 Million
Q1 2021

May 04, 2021
SELL
N/A
-1,521 Reduced 2.32%
64,016 $3.15 Million
Q4 2020

Feb 04, 2021
BUY
N/A
65,537 New
65,537 $3.02 Million

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
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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