A detailed history of Spire Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Spire Wealth Management holds 993 shares of SPTM stock, worth $72,707. This represents 0.0% of its overall portfolio holdings.

Number of Shares
993
Previous 758 31.0%
Holding current value
$72,707
Previous $50,000 38.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$63.28 - $70.06 $14,870 - $16,464
235 Added 31.0%
993 $69,000
Q2 2024

Jul 31, 2024

SELL
$60.69 - $66.83 $18,995 - $20,917
-313 Reduced 29.23%
758 $50,000
Q4 2023

Feb 06, 2024

SELL
$50.31 - $58.65 $35,166 - $40,996
-699 Reduced 39.49%
1,071 $62,000
Q2 2023

Aug 09, 2023

SELL
$49.75 - $54.44 $22,785 - $24,933
-458 Reduced 20.56%
1,770 $96,000
Q1 2023

May 09, 2023

SELL
$46.97 - $51.65 $171,722 - $188,832
-3,656 Reduced 62.13%
2,228 $112,000
Q4 2022

Feb 03, 2023

BUY
$44.09 - $50.41 $70,014 - $80,051
1,588 Added 36.96%
5,884 $278,000
Q3 2022

Nov 07, 2022

SELL
$44.11 - $53.04 $282,436 - $339,615
-6,403 Reduced 59.85%
4,296 $189,000
Q2 2022

Jul 22, 2022

SELL
$45.19 - $56.15 $507,348 - $630,396
-11,227 Reduced 51.2%
10,699 $497,000
Q1 2022

Apr 18, 2022

SELL
$51.36 - $58.82 $19,208 - $21,998
-374 Reduced 1.68%
21,926 $1.22 Million
Q4 2021

Jan 14, 2022

SELL
$52.99 - $58.74 $200,196 - $221,919
-3,778 Reduced 14.49%
22,300 $1.3 Million
Q3 2021

Oct 22, 2021

BUY
$52.32 - $55.93 $261 - $279
5 Added 0.02%
26,078 $1.38 Million
Q2 2021

Jul 26, 2021

SELL
$49.77 - $52.97 $52,955 - $56,360
-1,064 Reduced 3.92%
26,073 $1.38 Million
Q1 2021

May 21, 2021

BUY
$45.48 - $49.44 $1.23 Million - $1.34 Million
27,137 New
27,137 $1.34 Million

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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