A detailed history of Truepoint, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Truepoint, Inc. holds 5,677 shares of SPTM stock, worth $415,840. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,677
Previous 5,491 3.39%
Holding current value
$415,840
Previous $364,000 9.07%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$63.28 - $70.06 $11,770 - $13,031
186 Added 3.39%
5,677 $397,000
Q3 2023

Nov 09, 2023

SELL
$52.22 - $56.31 $731 - $788
-14 Reduced 0.25%
5,491 $288,000
Q2 2023

Aug 08, 2023

BUY
$49.75 - $54.44 $273,873 - $299,692
5,505 New
5,505 $299,000
Q1 2020

May 13, 2020

SELL
$27.12 - $41.81 $160,224 - $247,013
-5,908 Closed
0 $0
Q4 2019

Jan 27, 2020

BUY
$35.63 - $39.97 $2,137 - $2,398
60 Added 1.03%
5,908 $235,000
Q3 2019

Nov 07, 2019

BUY
$36.53 - $37.33 $11,324 - $11,572
310 Added 5.6%
5,848 $215,000
Q2 2019

Aug 08, 2019

BUY
N/A
5,538 New
5,538 $202,000

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


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