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

U.S. Capital Wealth Advisors, LLC

  • $2.41 Billion
  • Q1 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 $610,828. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,052
Previous 9,052 -0.0%
Holding current value
$610,828
Previous $529,000 9.64%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
650 Added 1.55%
42,659 $1.98 Million
Q3 2021

Nov 01, 2021
BUY
N/A
42,009 New
42,009 $2.23 Million

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.6M
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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