U.S. Capital Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

U.S. Capital Wealth Advisors, LLC

$3.03 Billion
Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 9,052 shares of SPTM stock, worth $670,843. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,052

Previous 9,052 -0.0%

Holding current value

$670,843

Previous $634,000 1.89%

% of portfolio

0.02%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 04, 2023	SELL	$49.75 - $54.44 $278,649 - $304,918	-5,601 Reduced 38.22%	9,052 $492,000
Q1 2023 May 11, 2023	SELL	$46.97 - $51.65 $1.32 Million - $1.45 Million	-28,006 Reduced 65.65%	14,653 $738,000
Q2 2022 Aug 12, 2022	BUY	$45.19 - $56.15 $29,373 - $36,497	650 Added 1.55%	42,659 $1.98 Million
Q3 2021 Nov 01, 2021	BUY	$52.32 - $55.93 $2.2 Million - $2.35 Million	42,009 New	42,009 $2.23 Million

Others Institutions Holding SPTM

# of Institutions

634

Shares Held

85.5M

Call Options Held

949K

Put Options Held

700

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About SPDR PORTFOLIO S&P 1500 COMPOS

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U.S. Capital Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History