Prosperity Financial Group, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Prosperity Financial Group, Inc.

$201 Billion
Q1 2025

A detailed history of Prosperity Financial Group, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Prosperity Financial Group, Inc. holds 9,931 shares of SPTM stock, worth $710,265. This represents 0.34% of its overall portfolio holdings.

Number of Shares

9,931

Previous 13,596 26.96%

Holding current value

$710,265

Previous $971 Million 30.45%

% of portfolio

0.34%

Previous 0.48%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$67.03 - $74.61 $245,664 - $273,445	-3,665 Reduced 26.96%	9,931 $675 Million
Q4 2024 Feb 07, 2025	BUY	$69.3 - $74.3 $152,737 - $163,757	2,204 Added 19.35%	13,596 $971 Million
Q3 2024 Nov 12, 2024	SELL	$63.28 - $70.06 $171,045 - $189,372	-2,703 Reduced 19.18%	11,392 $798 Million
Q2 2024 Aug 13, 2024	BUY	$60.69 - $66.83 $105,600 - $116,284	1,740 Added 14.08%	14,095 $935 Million
Q1 2024 May 15, 2024	SELL	$57.38 - $64.15 $80,332 - $89,810	-1,400 Reduced 10.18%	12,355 $793 Million
Q4 2023 Feb 14, 2024	BUY	$50.31 - $58.65 $345,680 - $402,984	6,871 Added 99.81%	13,755 $804 Million
Q3 2023 Nov 07, 2023	SELL	$52.22 - $56.31 $33,316 - $35,925	-638 Reduced 8.48%	6,884 $361 Million
Q2 2023 Sep 12, 2023	BUY	$49.75 - $54.44 $374,219 - $409,497	7,522 New	7,522 $409 Million

Others Institutions Holding SPTM

# of Institutions

701

Shares Held

92.4M

Call Options Held

8.6K

Put Options Held

4.1K

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Prosperity Financial Group, Inc. Spdr Portfolio S&P 1500 Compos Transaction History