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 $421,191. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,944
Previous 6,229 4.58%
Holding current value
$421,191
Previous $436,000 2.75%
% of portfolio
0.23%
Previous 0.24%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
677
Shares Held
93.6M
Call Options Held
9K
Put Options Held
0
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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