Vertex Planning Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 10,994 shares of SPTM stock, worth $741,875. This represents 0.2% of its overall portfolio holdings.

Number of Shares
10,994
Previous 9,979 10.17%
Holding current value
$741,875
Previous $583 Million 20.91%
% of portfolio
0.2%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$57.38 - $64.15 $58,240 - $65,112
1,015 Added 10.17%
10,994 $705 Million
Q4 2023

Feb 14, 2024
BUY
$50.31 - $58.65 $147,156 - $171,551
2,925 Added 41.47%
9,979 $583 Million
Q3 2023

Nov 14, 2023
BUY
$52.22 - $56.31 $22,559 - $24,325
432 Added 6.52%
7,054 $370 Million
Q2 2023

Aug 14, 2023
BUY
$49.75 - $54.44 $10,994 - $12,031
221 Added 3.45%
6,622 $361 Million
Q1 2023

May 16, 2023
SELL
$46.97 - $51.65 $110,520 - $121,532
-2,353 Reduced 26.88%
6,401 $323 Million
Q4 2022

Feb 06, 2023
BUY
$46.29 - $50.41 $405,222 - $441,289
8,754 New
8,754 $414 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
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More about SPTM
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