Sowell Financial Services LLC Spdr Portfolio S&P 1500 Compos Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$46.97 - $51.65 $57,585 - $63,322	-1,226 Reduced 11.86%	9,108 $459,000
Q4 2022 Feb 09, 2023	BUY	$44.09 - $50.41 $455,626 - $520,936	10,334 New	10,334 $489,000
Q1 2022 May 13, 2022	SELL	$51.36 - $58.82 $794,898 - $910,357	-15,477 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$52.99 - $58.74 $88,652 - $98,272	1,673 Added 12.12%	15,477 $905,000
Q3 2021 Nov 04, 2021	SELL	$52.32 - $55.93 $64,353 - $68,793	-1,230 Reduced 8.18%	13,804 $731,000
Q2 2021 Aug 05, 2021	BUY	$49.77 - $52.97 $23,640 - $25,160	475 Added 3.26%	15,034 $796,000
Q1 2021 May 07, 2021	SELL	$45.48 - $49.44 $414,186 - $450,250	-9,107 Reduced 38.48%	14,559 $756,000
Q4 2020 Jan 13, 2021	BUY	$39.96 - $46.09 $588,371 - $678,629	14,724 Added 164.66%	23,666 $1.09 Million
Q3 2020 Nov 12, 2020	SELL	$37.97 - $43.65 $7.55 Million - $8.68 Million	-198,835 Reduced 95.7%	8,942 $366,000
Q2 2020 Aug 13, 2020	BUY	$29.99 - $39.74 $1.38 Million - $1.83 Million	45,987 Added 28.42%	207,777 $7.85 Million
Q1 2020 May 12, 2020	BUY	$27.12 - $41.81 $3.91 Million - $6.02 Million	144,080 Added 813.55%	161,790 $5.09 Million
Q4 2019 Feb 07, 2020	SELL	$35.63 - $39.97 $628,655 - $705,230	-17,644 Reduced 49.91%	17,710 $0
Q3 2019 Nov 14, 2019	BUY	$36.53 - $37.33 $810,454 - $828,203	22,186 Added 168.48%	35,354 $1.3 Million
Q1 2019 May 15, 2019	SELL	N/A	-3,995 Reduced 23.28%	13,168 $0
Q4 2018 Mar 05, 2019	BUY	N/A	17,163 New	17,163 $531,000

Others Institutions Holding SPTM

# of Institutions

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

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