A detailed history of Values Added Financial LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Values Added Financial LLC holds 75,477 shares of SPTM stock, worth $5.45 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares
75,477
Previous 75,807 0.44%
Holding current value
$5.45 Million
Previous $5.03 Billion 5.13%
% of portfolio
3.33%
Previous 3.62%

Shares

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

Oct 28, 2024

SELL
$63.28 - $70.06 $20,882 - $23,119
-330 Reduced 0.44%
75,477 $5.29 Billion
Q2 2024

Jul 30, 2024

SELL
$60.69 - $66.83 $4,915 - $5,413
-81 Reduced 0.11%
75,807 $5.03 Billion
Q1 2024

Apr 25, 2024

SELL
$57.38 - $64.15 $209,264 - $233,955
-3,647 Reduced 4.59%
75,888 $4.87 Billion
Q4 2023

Jan 18, 2024

SELL
$50.31 - $58.65 $153,344 - $178,765
-3,048 Reduced 3.69%
79,535 $4.65 Billion
Q3 2023

Oct 19, 2023

SELL
$52.22 - $56.31 $104 - $112
-2 Reduced -0.0%
82,583 $4.33 Billion
Q2 2023

Jul 24, 2023

BUY
$49.75 - $54.44 $4.11 Million - $4.5 Million
82,585 New
82,585 $4.5 Billion

Others Institutions Holding SPTM

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