Richard W. Paul & Associates, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Richard W. Paul & Associates, LLC

  • $278 Billion
  • Q3 2024

A detailed history of Richard W. Paul & Associates, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 2,210 shares of SPTM stock, worth $158,545. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,210
Previous 2,525 12.48%
Holding current value
$158,545
Previous $168 Million 7.58%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 17, 2024
SELL
$63.28 - $70.06 $19,933 - $22,068
-315 Reduced 12.48%
2,210 $155 Million
Q3 2023

Oct 12, 2023
SELL
$52.22 - $56.31 $3.45 Million - $3.72 Million
-66,017 Reduced 96.32%
2,525 $133 Million
Q2 2023

Jul 25, 2023
SELL
$49.75 - $54.44 $111,539 - $122,054
-2,242 Reduced 3.17%
68,542 $3.73 Billion
Q1 2023

Apr 24, 2023
BUY
$46.97 - $51.65 $1.52 Million - $1.67 Million
32,395 Added 84.39%
70,784 $3.57 Billion
Q4 2022

Feb 07, 2023
BUY
$44.09 - $50.41 $1.69 Million - $1.94 Million
38,389 New
38,389 $1.82 Billion

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

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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