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 $15.6 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
217,648
Previous 179,306 21.38%
Holding current value
$15.6 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

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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