Sensible Financial Planning & Management, Llc. Spdr Portfolio S&P 1500 Compos Transaction History

Sensible Financial Planning & Management, Llc.

  • $507 Million
  • Q3 2024

A detailed history of Sensible Financial Planning & Management, Llc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Sensible Financial Planning & Management, Llc. holds 3,084 shares of SPTM stock, worth $222,880. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,084
Holding current value
$222,880
% of portfolio
0.04%

Shares

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

Oct 28, 2024
BUY
$63.28 - $70.06 $195,155 - $216,065
3,084 New
3,084 $216,000
Q2 2022

Aug 04, 2022
SELL
$45.19 - $56.15 $164,356 - $204,217
-3,637 Closed
0 $0
Q1 2022

May 18, 2022
SELL
$51.36 - $58.82 $9,244 - $10,587
-180 Reduced 4.72%
3,637 $202,000
Q4 2021

Feb 11, 2022
BUY
$52.99 - $58.74 $1,059 - $1,174
20 Added 0.53%
3,817 $223,000
Q3 2021

Nov 09, 2021
BUY
$52.32 - $55.93 $198,659 - $212,366
3,797 New
3,797 $201,000

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 Sensible Financial Planning & Management, Llc. Portfolio

Follow Sensible Financial Planning & Management, Llc. 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 Sensible Financial Planning & Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sensible Financial Planning & Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email