True Private Wealth Advisors Spdr Portfolio S&P 1500 Compos Transaction History

True Private Wealth Advisors

$851 Million
Q2 2024

A detailed history of True Private Wealth Advisors transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, True Private Wealth Advisors holds 3,670 shares of SPTM stock, worth $256,166. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,670

Previous 4,073 9.89%

Holding current value

$256,166

Previous $261,000 6.9%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$60.69 - $66.83 $24,458 - $26,932	-403 Reduced 9.89%	3,670 $243,000
Q1 2024 Apr 25, 2024	SELL	$57.38 - $64.15 $147,007 - $164,352	-2,562 Reduced 38.61%	4,073 $261,000
Q4 2023 Jan 30, 2024	SELL	$50.31 - $58.65 $26,513 - $30,908	-527 Reduced 7.36%	6,635 $387,000
Q3 2023 Nov 13, 2023	BUY	$52.22 - $56.31 $373,999 - $403,292	7,162 New	7,162 $375,000
Q1 2021 May 12, 2021	SELL	$45.48 - $49.44 $59,851 - $65,063	-1,316 Closed	0 $0
Q4 2020 Jan 11, 2021	BUY	$39.96 - $46.09 $239 - $276	6 Added 0.46%	1,316 $60,000
Q3 2020 Oct 09, 2020	BUY	$37.97 - $43.65 $151 - $174	4 Added 0.31%	1,310 $53,000
Q2 2020 Jul 07, 2020	BUY	$29.99 - $39.74 $179 - $238	6 Added 0.46%	1,306 $49,000
Q1 2020 Apr 20, 2020	BUY	$27.12 - $41.81 $244 - $376	9 Added 0.7%	1,300 $40,000
Q4 2019 Jan 27, 2020	BUY	$35.63 - $39.97 $45,998 - $51,601	1,291 New	1,291 $51,000
Q3 2019 Oct 09, 2019	SELL	$36.53 - $37.33 $46,721 - $47,745	-1,279 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	N/A	1,279 New	1,279 $46,000
Q4 2018 Jan 14, 2019	SELL	N/A	-1,262 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	N/A	1,262 New	1,262 $0

Others Institutions Holding SPTM

# of Institutions

607

Shares Held

84.8M

Call Options Held

11.1K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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True Private Wealth Advisors Spdr Portfolio S&P 1500 Compos Transaction History