Spire Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024

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 $72,389. This represents 0.0% of its overall portfolio holdings.

Number of Shares
993
Previous 758 31.0%
Holding current value
$72,389
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

# of Institutions
629
Shares Held
85.1M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email