Tyler Stone Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History

Tyler Stone Wealth Management

  • $237 Million
  • Q2 2024

A detailed history of Tyler Stone Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Tyler Stone Wealth Management holds 9,972 shares of SPTM stock, worth $692,355. This represents 0.28% of its overall portfolio holdings.

Number of Shares
9,972
Previous 6,344 57.19%
Holding current value
$692,355
Previous $406,000 62.81%
% of portfolio
0.28%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$60.69 - $66.83 $220,183 - $242,459
3,628 Added 57.19%
9,972 $661,000
Q1 2024

May 15, 2024
BUY
$57.38 - $64.15 $26,739 - $29,893
466 Added 7.93%
6,344 $406,000
Q4 2023

Feb 14, 2024
BUY
$50.31 - $58.65 $108,568 - $126,566
2,158 Added 58.01%
5,878 $343,000
Q3 2023

Nov 14, 2023
BUY
$52.22 - $56.31 $63,395 - $68,360
1,214 Added 48.44%
3,720 $195,000
Q2 2023

Aug 14, 2023
BUY
$49.75 - $54.44 $124,673 - $136,426
2,506 New
2,506 $136,000

Others Institutions Holding SPTM

# of Institutions
607
Shares Held
84.8M
Call Options Held
11.1K
Put Options Held
0
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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