Sightline Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Sightline Wealth Advisors, LLC

$185 Million
Q4 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 5,944 shares of SPTM stock, worth $436,289. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,944

Previous 6,229 4.58%

Holding current value

$436,289

Previous $436,000 2.75%

% of portfolio

0.23%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$69.3 - $74.3 $19,750 - $21,175	-285 Reduced 4.58%	5,944 $424,000
Q3 2024 Oct 21, 2024	BUY	$63.28 - $70.06 $51,256 - $56,748	810 Added 14.95%	6,229 $436,000
Q2 2024 Aug 02, 2024	SELL	$60.69 - $66.83 $27,310 - $30,073	-450 Reduced 7.67%	5,419 $359,000
Q1 2024 Apr 24, 2024	BUY	$57.38 - $64.15 $401 - $449	7 Added 0.12%	5,869 $376,000
Q4 2023 Jan 23, 2024	BUY	$50.31 - $58.65 $4,175 - $4,867	83 Added 1.44%	5,862 $342,000
Q3 2023 Nov 01, 2023	BUY	$52.22 - $56.31 $70,079 - $75,568	1,342 Added 30.25%	5,779 $303,000
Q2 2023 Jul 14, 2023	BUY	$49.75 - $54.44 $220,740 - $241,550	4,437 New	4,437 $241,000

Others Institutions Holding SPTM

# of Institutions

642

Shares Held

86.8M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Sightline Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History