Steward Partners Investment Advisory, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 74 shares of SPTM stock, worth $5,274. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 74 -0.0%

Holding current value

$5,274

Previous $4,000 25.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 08, 2022	SELL	$52.99 - $58.74 $1,642 - $1,820	-31 Reduced 29.52%	74 $4,000
Q2 2021 Aug 13, 2021	SELL	$49.77 - $52.97 $6,569 - $6,992	-132 Reduced 55.7%	105 $6,000
Q1 2021 May 14, 2021	BUY	$45.48 - $49.44 $6,003 - $6,526	132 Added 125.71%	237 $0
Q2 2020 Aug 06, 2020	BUY	$29.99 - $39.74 $2,219 - $2,940	74 Added 238.71%	105 $4,000
Q1 2020 Apr 29, 2020	SELL	$27.12 - $41.81 $46,185 - $71,202	-1,703 Reduced 98.21%	31 $0
Q4 2019 Jan 17, 2020	BUY	$35.63 - $39.97 $23,302 - $26,140	654 Added 60.56%	1,734 $69,000
Q2 2019 Jul 25, 2019	BUY	N/A	1,080 New	1,080 $39,000

Others Institutions Holding SPTM

# of Institutions

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Steward Partners Investment Advisory, LLC Spdr Portfolio S&P 1500 Compos Transaction History