Strategic Wealth Advisors Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 217,648 shares of SPTM stock, worth $14.7 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

217,648

Previous 179,306 21.38%

Holding current value

$14.7 Million

Previous $8.59 Million 11.82%

% of portfolio

0.41%

Previous 0.36%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$44.11 - $53.04 $1.69 Million - $2.03 Million	38,342 Added 21.38%	217,648 $9.6 Million
Q2 2022 Aug 12, 2022	BUY	$45.19 - $56.15 $250,533 - $311,295	5,544 Added 3.19%	179,306 $8.59 Million
Q1 2022 May 10, 2022	BUY	$51.36 - $58.82 $748,366 - $857,066	14,571 Added 9.15%	173,762 $9.58 Million
Q4 2021 Feb 16, 2022	BUY	$52.99 - $58.74 $1.36 Million - $1.51 Million	25,626 Added 19.19%	159,191 $9.36 Million
Q3 2021 Nov 17, 2021	SELL	$52.32 - $55.93 $2.55 Million - $2.73 Million	-48,762 Reduced 26.74%	133,565 $7.08 Million
Q2 2021 Aug 10, 2021	BUY	$49.77 - $52.97 $5.71 Million - $6.08 Million	114,696 Added 169.59%	182,327 $9.66 Million
Q1 2021 May 07, 2021	SELL	$45.48 - $49.44 $35,337 - $38,414	-777 Reduced 1.14%	67,631 $3.33 Million
Q4 2020 Feb 12, 2021	BUY	$39.96 - $46.09 $1.18 Million - $1.36 Million	29,574 Added 76.15%	68,408 $3.15 Million
Q3 2020 Nov 30, 2020	SELL	$37.97 - $43.65 $413,797 - $475,697	-10,898 Reduced 21.91%	38,834 $1.59 Million
Q2 2020 Aug 03, 2020	BUY	$29.99 - $39.74 $1.49 Million - $1.98 Million	49,732 New	49,732 $1.89 Million

Others Institutions Holding SPTM

# of Institutions

687

Shares Held

89.7M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Strategic Wealth Advisors Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History