Paladin Advisory Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Paladin Advisory Group, LLC

$122 Million
Q1 2025

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 1,162 shares of SPTM stock, worth $74,437. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,162

Previous 689 68.65%

Holding current value

$74,437

Previous $49,000 59.18%

% of portfolio

0.06%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$67.03 - $74.61 $31,705 - $35,290	473 Added 68.65%	1,162 $78,000
Q4 2024 Jan 23, 2025	BUY	$69.3 - $74.3 $18,641 - $19,986	269 Added 64.05%	689 $49,000
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

# of Institutions

687

Shares Held

93M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Paladin Advisory Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History