Values Added Financial LLC Spdr Portfolio S&P 1500 Compos Transaction History

Values Added Financial LLC

  • $128 Billion
  • Q1 2024

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 75,888 shares of SPTM stock, worth $5.07 Million. This represents 3.8% of its overall portfolio holdings.

Number of Shares
75,888
Previous 79,535 4.59%
Holding current value
$5.07 Million
Previous $4.65 Billion 4.72%
% of portfolio
3.8%
Previous 3.81%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# 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
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More about SPTM
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