Strategic Financial Planning, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Strategic Financial Planning, Inc.

$151 Million
Q3 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 33,460 shares of SPTM stock, worth $2.41 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

33,460

Previous 35,862 6.7%

Holding current value

$2.41 Million

Previous $2.38 Million 1.47%

% of portfolio

1.55%

Previous 1.72%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$63.28 - $70.06 $151,998 - $168,284	-2,402 Reduced 6.7%	33,460 $2.34 Million
Q2 2024 Aug 09, 2024	BUY	$60.69 - $66.83 $121 - $133	2 Added 0.01%	35,862 $2.38 Million
Q1 2024 Apr 22, 2024	SELL	$57.38 - $64.15 $286 - $320	-5 Reduced 0.01%	35,860 $2.3 Million
Q4 2023 Feb 12, 2024	SELL	$50.31 - $58.65 $1,609 - $1,876	-32 Reduced 0.09%	35,865 $2.1 Million
Q3 2023 Nov 09, 2023	SELL	$52.22 - $56.31 $69,609 - $75,061	-1,333 Reduced 3.58%	35,897 $1.88 Million
Q2 2023 Aug 10, 2023	BUY	$49.75 - $54.44 $1,990 - $2,177	40 Added 0.11%	37,230 $2.03 Million
Q1 2023 May 10, 2023	BUY	$46.97 - $51.65 $93 - $103	2 Added 0.01%	37,190 $1.88 Million
Q4 2022 Feb 14, 2023	BUY	$44.09 - $50.41 $36,241 - $41,437	822 Added 2.26%	37,188 $1.76 Million
Q3 2022 Nov 14, 2022	SELL	$44.11 - $53.04 $140,887 - $169,409	-3,194 Reduced 8.07%	36,366 $1.6 Million
Q2 2022 Aug 03, 2022	BUY	$45.19 - $56.15 $55,538 - $69,008	1,229 Added 3.21%	39,560 $1.84 Million
Q1 2022 May 05, 2022	SELL	$51.36 - $58.82 $6,933 - $7,940	-135 Reduced 0.35%	38,331 $2.13 Million
Q4 2021 Feb 07, 2022	BUY	$52.99 - $58.74 $243,012 - $269,381	4,586 Added 13.54%	38,466 $2.25 Million
Q3 2021 Nov 09, 2021	BUY	$52.32 - $55.93 $366 - $391	7 Added 0.02%	33,880 $1.8 Million
Q2 2021 Aug 06, 2021	SELL	$49.77 - $52.97 $226,602 - $241,172	-4,553 Reduced 11.85%	33,873 $1.79 Million
Q1 2021 May 07, 2021	BUY	$45.48 - $49.44 $62,444 - $67,881	1,373 Added 3.71%	38,426 $1.89 Million
Q4 2020 Feb 11, 2021	BUY	$39.96 - $46.09 $119 - $138	3 Added 0.01%	37,053 $1.71 Million
Q3 2020 Nov 09, 2020	SELL	$37.97 - $43.65 $987 - $1,134	-26 Reduced 0.07%	37,050 $1.52 Million
Q2 2020 Aug 07, 2020	BUY	$29.99 - $39.74 $343,235 - $454,824	11,445 Added 44.65%	37,076 $1.4 Million
Q1 2020 Apr 21, 2020	BUY	$27.12 - $41.81 $695,112 - $1.07 Million	25,631 New	25,631 $806,000

Others Institutions Holding SPTM

# of Institutions

629

Shares Held

85M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Planning, Inc. with notifications on news.

Account

Strategic Financial Planning, Inc. Spdr Portfolio S&P 1500 Compos Transaction History