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

Outlook Wealth Advisors, LLC

  • $288 Million
  • Q3 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 3,868 shares of SPTM stock, worth $279,540. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,868
Holding current value
$279,540
% of portfolio
0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$63.28 - $70.06 $244,767 - $270,992
3,868 New
3,868 $270,000
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
$44.09 - $50.41 $1.44 Million - $1.64 Million
-32,599 Reduced 55.09%
26,575 $1.26 Million
Q3 2022

Oct 25, 2022
SELL
$44.11 - $53.04 $110,627 - $133,024
-2,508 Reduced 4.07%
59,174 $2.61 Million
Q2 2022

Jul 28, 2022
SELL
$45.19 - $56.15 $846,996 - $1.05 Million
-18,743 Reduced 23.3%
61,682 $2.87 Million
Q1 2022

Jul 28, 2022
BUY
$51.36 - $58.82 $13,507 - $15,469
263 Added 0.33%
80,425 $4.47 Million
Q1 2022

May 13, 2022
SELL
$51.36 - $58.82 $85,103 - $97,464
-1,657 Reduced 2.03%
80,162 $4.46 Million
Q4 2021

Jan 21, 2022
BUY
$52.99 - $58.74 $369,605 - $409,711
6,975 Added 9.32%
81,819 $4.78 Million
Q3 2021

Oct 22, 2021
SELL
$52.32 - $55.93 $97,001 - $103,694
-1,854 Reduced 2.42%
74,844 $3.97 Million
Q2 2021

Jul 21, 2021
BUY
$49.77 - $52.97 $631,183 - $671,765
12,682 Added 19.81%
76,698 $4.06 Million
Q1 2021

May 04, 2021
SELL
$45.48 - $49.44 $69,175 - $75,198
-1,521 Reduced 2.32%
64,016 $3.15 Million
Q4 2020

Feb 04, 2021
BUY
$39.96 - $46.09 $2.62 Million - $3.02 Million
65,537 New
65,537 $3.02 Million

Others Institutions Holding SPTM

# of Institutions
630
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
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email