Twelve Points Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History

Twelve Points Wealth Management LLC

  • $265 Million
  • Q1 2024

A detailed history of Twelve Points Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 9,726 shares of SPTM stock, worth $649,599. This represents 0.23% of its overall portfolio holdings.

Number of Shares
9,726
Previous 9,226 5.42%
Holding current value
$649,599
Previous $539,000 15.58%
% of portfolio
0.23%
Previous 0.26%

Shares

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

Apr 15, 2024
BUY
$57.38 - $64.15 $28,690 - $32,075
500 Added 5.42%
9,726 $623,000
Q4 2023

Jan 12, 2024
SELL
$50.31 - $58.65 $251 - $293
-5 Reduced 0.05%
9,226 $539,000
Q3 2023

Oct 18, 2023
SELL
$52.22 - $56.31 $12,689 - $13,683
-243 Reduced 2.56%
9,231 $484,000
Q1 2022

May 11, 2022
SELL
N/A
-1,214 Reduced 11.36%
9,474 $527,000
Q4 2021

Mar 18, 2022
BUY
N/A
10,688 New
10,688 $625,000

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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