Royal Harbor Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Royal Harbor Partners, LLC

$198 Million
Q1 2025

A detailed history of Royal Harbor Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Royal Harbor Partners, LLC holds 247,385 shares of SPTM stock, worth $16.7 Million. This represents 8.5% of its overall portfolio holdings.

Number of Shares

247,385

Previous 561,600 55.95%

Holding current value

$16.7 Million

Previous $40.1 Million 58.06%

% of portfolio

8.5%

Previous 18.71%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$67.03 - $74.61 $21.1 Million - $23.4 Million	-314,215 Reduced 55.95%	247,385 $16.8 Million
Q4 2024 Feb 06, 2025	SELL	$69.3 - $74.3 $29,106 - $31,206	-420 Reduced 0.07%	561,600 $40.1 Million
Q3 2024 Oct 29, 2024	BUY	$63.28 - $70.06 $448,528 - $496,585	7,088 Added 1.28%	562,020 $39.4 Million
Q2 2024 Jul 30, 2024	SELL	$60.69 - $66.83 $494,137 - $544,129	-8,142 Reduced 1.45%	554,932 $36.8 Million
Q1 2024 Apr 29, 2024	SELL	$57.38 - $64.15 $7.17 Million - $8.01 Million	-124,936 Reduced 18.16%	563,074 $36.1 Million
Q4 2023 Feb 08, 2024	BUY	$50.31 - $58.65 $941,300 - $1.1 Million	18,710 Added 2.8%	688,010 $40.2 Million
Q3 2023 Nov 14, 2023	BUY	$52.22 - $56.31 $35 Million - $37.7 Million	669,300 New	669,300 $35.1 Million

Others Institutions Holding SPTM

# of Institutions

691

Shares Held

91.7M

Call Options Held

Put Options Held

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 Royal Harbor Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Royal Harbor Partners, LLC with notifications on news.

Account

Royal Harbor Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History