Strategic Financial Concepts, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Strategic Financial Concepts, LLC

  • $533 Billion
  • Q1 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 16,846 shares of SPTM stock, worth $1.29 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
16,846
Previous 16,447 2.43%
Holding current value
$1.29 Million
Previous $1.17 Billion 2.48%
% of portfolio
0.21%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$67.03 - $74.61 $26,744 - $29,769
399 Added 2.43%
16,846 $1.15 Billion
Q4 2024

Jan 30, 2025
SELL
$69.3 - $74.3 $77.2 Million - $82.8 Million
-1,113,851 Reduced 98.54%
16,447 $1.17 Billion
Q4 2024

Jan 27, 2025
BUY
$69.3 - $74.3 $77.2 Million - $82.8 Million
1,114,050 Added 6856.54%
1,130,298 $1.17 Billion
Q3 2024

Nov 12, 2024
SELL
$63.28 - $70.06 $67 Million - $74.2 Million
-1,059,410 Reduced 98.49%
16,248 $1.14 Billion
Q2 2024

Aug 06, 2024
BUY
$60.69 - $66.83 $64.2 Million - $70.7 Million
1,058,096 Added 6024.92%
1,075,658 $58.6 Million
Q1 2024

Apr 22, 2024
BUY
$57.38 - $64.15 $416,980 - $466,178
7,267 Added 70.59%
17,562 $1.13 Billion
Q4 2023

Jan 18, 2024
SELL
$50.31 - $58.65 $1.01 Million - $1.18 Million
-20,133 Reduced 66.17%
10,295 $602 Million
Q3 2023

Nov 07, 2023
BUY
$52.22 - $56.31 $382,459 - $412,414
7,324 Added 31.7%
30,428 $1.6 Billion
Q2 2023

Sep 06, 2023
BUY
$49.75 - $54.44 $58,108 - $63,585
1,168 Added 5.32%
23,104 $1.26 Billion
Q1 2023

Sep 06, 2023
BUY
$46.97 - $51.65 $1.03 Million - $1.13 Million
21,936 New
21,936 $1.11 Billion

Others Institutions Holding SPTM

# of Institutions
713
Shares Held
93.7M
Call Options Held
8.6K
Put Options Held
4.1K
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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