A detailed history of Paladin Advisory Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 420 shares of SPTM stock, worth $30,294. This represents 0.02% of its overall portfolio holdings.

Number of Shares
420
Previous 286 46.85%
Holding current value
$30,294
Previous $18,000 61.11%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 05, 2024

BUY
$63.28 - $70.06 $8,479 - $9,388
134 Added 46.85%
420 $29,000
Q2 2024

Jul 24, 2024

BUY
$60.69 - $66.83 $121 - $133
2 Added 0.7%
286 $18,000
Q1 2024

May 08, 2024

BUY
$57.38 - $64.15 $172 - $192
3 Added 1.07%
284 $18,000
Q4 2023

Jan 31, 2024

SELL
$50.31 - $58.65 $100 - $117
-2 Reduced 0.71%
281 $16,000
Q3 2023

Oct 17, 2023

SELL
$52.22 - $56.31 $313 - $337
-6 Reduced 2.08%
283 $14,000
Q2 2023

Aug 03, 2023

BUY
$49.75 - $54.44 $1,144 - $1,252
23 Added 8.65%
289 $15,000
Q1 2023

Apr 21, 2023

BUY
$46.97 - $51.65 $12,494 - $13,738
266 New
266 $13,000

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Paladin Advisory Group, LLC Portfolio

Follow Paladin Advisory Group, 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 Paladin Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paladin Advisory Group, LLC with notifications on news.