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 $16 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
217,648
Previous 179,306 21.38%
Holding current value
$16 Million
Previous $8.59 Million 11.82%
% of portfolio
0.41%
Previous 0.36%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
643
Shares Held
87M
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 Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, LLC 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 Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email