Retirement Planning Group Spdr Portfolio S&P 1500 Compos Transaction History

Retirement Planning Group

  • $1.58 Billion
  • Q3 2024

A detailed history of Retirement Planning Group transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Retirement Planning Group holds 4,322 shares of SPTM stock, worth $312,350. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,322
Previous 4,327 0.12%
Holding current value
$312,350
Previous $287,000 5.23%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 10, 2024
SELL
$63.28 - $70.06 $316 - $350
-5 Reduced 0.12%
4,322 $302,000
Q4 2023

Jan 12, 2024
SELL
$50.31 - $58.65 $20,828 - $24,281
-414 Reduced 8.73%
4,327 $252,000
Q3 2023

Oct 24, 2023
SELL
$52.22 - $56.31 $23,707 - $25,564
-454 Reduced 8.74%
4,741 $248,000
Q2 2023

Jul 24, 2023
SELL
$49.75 - $54.44 $10,895 - $11,922
-219 Reduced 4.05%
5,195 $282,000
Q1 2023

Apr 19, 2023
SELL
$46.97 - $51.65 $3,428 - $3,770
-73 Reduced 1.33%
5,414 $273,000
Q4 2022

Jan 18, 2023
BUY
$44.09 - $50.41 $1,939 - $2,218
44 Added 0.81%
5,487 $0
Q3 2022

Oct 13, 2022
SELL
$44.11 - $53.04 $30,744 - $36,968
-697 Reduced 11.35%
5,443 $240,000
Q2 2022

Jul 13, 2022
BUY
$45.19 - $56.15 $13,647 - $16,957
302 Added 5.17%
6,140 $285,000
Q1 2022

Apr 19, 2022
SELL
$51.36 - $58.82 $14,278 - $16,351
-278 Reduced 4.55%
5,838 $324,000
Q4 2021

Jan 20, 2022
BUY
$52.99 - $58.74 $688 - $763
13 Added 0.21%
6,116 $357,000
Q3 2021

Oct 18, 2021
BUY
$52.32 - $55.93 $1,569 - $1,677
30 Added 0.49%
6,103 $323,000
Q2 2021

Jul 19, 2021
BUY
$49.77 - $52.97 $36,182 - $38,509
727 Added 13.6%
6,073 $322,000
Q1 2021

Apr 26, 2021
SELL
$45.48 - $49.44 $28,424 - $30,900
-625 Reduced 10.47%
5,346 $263,000
Q4 2020

Jan 27, 2021
BUY
$39.96 - $46.09 $238,601 - $275,203
5,971 New
5,971 $275,000
Q3 2020

Oct 15, 2020
SELL
$37.97 - $43.65 $465,094 - $534,668
-12,249 Closed
0 $0
Q2 2020

Aug 06, 2020
SELL
$29.99 - $39.74 $124,548 - $165,040
-4,153 Reduced 25.32%
12,249 $463,000
Q1 2020

May 05, 2020
SELL
$27.12 - $41.81 $103,164 - $159,045
-3,804 Reduced 18.83%
16,402 $516,000
Q4 2019

Jan 29, 2020
BUY
$35.63 - $39.97 $58,967 - $66,150
1,655 Added 8.92%
20,206 $805,000
Q3 2019

Oct 25, 2019
SELL
$36.53 - $37.33 $11,032 - $11,273
-302 Reduced 1.6%
18,551 $682,000
Q2 2019

Jul 25, 2019
BUY
N/A
976 Added 5.46%
18,853 $687,000
Q1 2019

May 06, 2019
BUY
N/A
7,904 Added 79.25%
17,877 $629,000
Q4 2018

Feb 06, 2019
BUY
N/A
9,973 New
9,973 $308,000

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 Retirement Planning Group Portfolio

Follow Retirement Planning Group 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 Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email