Spartan Planning & Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 146,154 shares of SPTM stock, worth $9.76 Million. This represents 9.53% of its overall portfolio holdings.

Number of Shares
146,154
Previous 88,658 64.85%
Holding current value
$9.76 Million
Previous $4.65 Million 83.58%
% of portfolio
9.53%
Previous 5.55%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024
BUY
$50.31 - $58.65 $2.89 Million - $3.37 Million
57,496 Added 64.85%
146,154 $8.54 Million
Q3 2023

Nov 17, 2023
BUY
$52.22 - $56.31 $2.16 Million - $2.33 Million
41,442 Added 87.77%
88,658 $4.65 Million
Q4 2022

Feb 01, 2023
BUY
$46.29 - $50.41 $120,770 - $131,519
2,609 Added 5.85%
47,216 $2.23 Million
Q3 2022

Nov 01, 2022
BUY
N/A
4,942 Added 12.46%
44,607 $1.97 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-118,272 Reduced 74.89%
39,665 $1.84 Million
Q1 2022

May 16, 2022
BUY
N/A
157,937 New
157,937 $0

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
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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