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

Sensible Financial Planning & Management, Llc.

$452 Million
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	N/A	-3,637 Closed	0 $0
Q1 2022 May 18, 2022	SELL	N/A	-180 Reduced 4.72%	3,637 $202,000
Q4 2021 Feb 11, 2022	BUY	N/A	20 Added 0.53%	3,817 $223,000
Q3 2021 Nov 09, 2021	BUY	N/A	3,797 New	3,797 $201,000

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.5M

Call Options Held

131K

Put Options Held

100

Lpl Financial LLC Fort Mill, SC

8.43M
Shares

$566 Million
0.3% of portfolio
Huntington National Bank Columbus, OH

3.67M
Shares

$247 Million
1.92% of portfolio
Cwm, LLC

3.28M
Shares

$220 Million
1.02% of portfolio
Private Advisor Group, LLC

3M
Shares

$202 Million
1.39% of portfolio
Envestnet Asset Management Inc

2.79M
Shares

$187 Million
0.07% of portfolio

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 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.

Account