Successful Portfolios LLC Spdr Portfolio S&P 1500 Compos Transaction History

Successful Portfolios LLC

  • $146 Million
  • Q1 2024

A detailed history of Successful Portfolios LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Successful Portfolios LLC holds 7,140 shares of SPTM stock, worth $479,451. This represents 0.31% of its overall portfolio holdings.

Number of Shares
7,140
Previous 7,145 0.07%
Holding current value
$479,451
Previous $417,000 9.83%
% of portfolio
0.31%
Previous 0.31%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$57.38 - $64.15 $286 - $320
-5 Reduced 0.07%
7,140 $458,000
Q3 2023

Oct 10, 2023
BUY
$52.22 - $56.31 $16,449 - $17,737
315 Added 4.61%
7,145 $375,000
Q4 2022

Jan 27, 2023
SELL
$46.29 - $50.41 $7,869 - $8,569
-170 Reduced 2.43%
6,830 $0
Q3 2022

Oct 12, 2022
BUY
N/A
750 Added 12.0%
7,000 $309,000
Q2 2022

Jul 22, 2022
BUY
N/A
265 Added 4.43%
6,250 $291,000
Q1 2022

Apr 21, 2022
SELL
N/A
-505 Reduced 7.78%
5,985 $333,000
Q4 2021

Jan 26, 2022
BUY
N/A
400 Added 6.57%
6,490 $379,000
Q1 2021

Apr 20, 2021
BUY
N/A
1,000 Added 19.65%
6,090 $300,000
Q3 2020

Oct 13, 2020
BUY
N/A
5,090 New
5,090 $208,000
Q1 2020

Apr 23, 2020
SELL
N/A
-5,090 Closed
0 $0
Q4 2019

Jan 23, 2020
SELL
N/A
-900 Reduced 15.03%
5,090 $203,000
Q3 2019

Oct 11, 2019
BUY
N/A
300 Added 5.27%
5,990 $220,000
Q2 2019

Jul 11, 2019
SELL
N/A
-100 Reduced 1.73%
5,690 $207,000
Q1 2019

Apr 22, 2019
BUY
N/A
5,790 New
5,790 $204,000

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
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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