Plante Moran Financial Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,112 shares of SPTM stock, worth $79,874. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,112

Previous 1,112 -0.0%

Holding current value

$79,874

Previous $73,000 5.48%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$60.69 - $66.83 $140,011 - $154,176	-2,307 Reduced 67.48%	1,112 $73,000
Q1 2024 May 09, 2024	SELL	$57.38 - $64.15 $23,525 - $26,301	-410 Reduced 10.71%	3,419 $219,000
Q4 2023 Feb 05, 2024	BUY	$50.31 - $58.65 $76,571 - $89,265	1,522 Added 65.97%	3,829 $223,000
Q1 2023 May 08, 2023	SELL	$46.97 - $51.65 $5,777 - $6,352	-123 Reduced 5.06%	2,307 $116,000
Q4 2022 Feb 09, 2023	BUY	$44.09 - $50.41 $484 - $554	11 Added 0.45%	2,430 $114,000
Q3 2022 Nov 02, 2022	BUY	$44.11 - $53.04 $106,702 - $128,303	2,419 New	2,419 $107,000
Q4 2018 Jan 29, 2019	SELL	N/A	-5,885 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	5,885 New	5,885 $213,000

Others Institutions Holding SPTM

# of Institutions

631

Shares Held

85.1M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Account

Plante Moran Financial Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History