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

Successful Portfolios LLC

  • $147 Million
  • Q1 2025

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 6,528 shares of SPTM stock, worth $439,595. This represents 0.3% of its overall portfolio holdings.

Number of Shares
6,528
Previous 6,526 0.03%
Holding current value
$439,595
Previous $466,000 5.36%
% of portfolio
0.3%
Previous 0.31%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$67.03 - $74.61 $134 - $149
2 Added 0.03%
6,528 $441,000
Q4 2024

Jan 16, 2025
BUY
$69.3 - $74.3 $15,939 - $17,089
230 Added 3.65%
6,526 $466,000
Q3 2024

Oct 09, 2024
SELL
$63.28 - $70.06 $58,534 - $64,805
-925 Reduced 12.81%
6,296 $441,000
Q2 2024

Jul 12, 2024
BUY
$60.69 - $66.83 $4,915 - $5,413
81 Added 1.13%
7,221 $479,000
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
$44.09 - $50.41 $7,495 - $8,569
-170 Reduced 2.43%
6,830 $0
Q3 2022

Oct 12, 2022
BUY
$44.11 - $53.04 $33,082 - $39,780
750 Added 12.0%
7,000 $309,000
Q2 2022

Jul 22, 2022
BUY
$45.19 - $56.15 $11,975 - $14,879
265 Added 4.43%
6,250 $291,000
Q1 2022

Apr 21, 2022
SELL
$51.36 - $58.82 $25,936 - $29,704
-505 Reduced 7.78%
5,985 $333,000
Q4 2021

Jan 26, 2022
BUY
$52.99 - $58.74 $21,196 - $23,496
400 Added 6.57%
6,490 $379,000
Q1 2021

Apr 20, 2021
BUY
$45.48 - $49.44 $45,480 - $49,440
1,000 Added 19.65%
6,090 $300,000
Q3 2020

Oct 13, 2020
BUY
$37.97 - $43.65 $193,267 - $222,178
5,090 New
5,090 $208,000
Q1 2020

Apr 23, 2020
SELL
$27.12 - $41.81 $138,040 - $212,812
-5,090 Closed
0 $0
Q4 2019

Jan 23, 2020
SELL
$35.63 - $39.97 $32,067 - $35,973
-900 Reduced 15.03%
5,090 $203,000
Q3 2019

Oct 11, 2019
BUY
$36.53 - $37.33 $10,959 - $11,199
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
699
Shares Held
92.2M
Call Options Held
8.6K
Put Options Held
4.1K
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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