Winthrop Advisory Group LLC Spdr Portfolio S&P 1500 Compos Transaction History

Winthrop Advisory Group LLC

  • $694 Million
  • Q1 2024

A detailed history of Winthrop Advisory Group LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 32,709 shares of SPTM stock, worth $2.17 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
32,709
Previous 464,337 92.96%
Holding current value
$2.17 Million
Previous $27.1 Million 92.27%
% of portfolio
0.3%
Previous 4.24%

Shares

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

Apr 17, 2024
SELL
$57.38 - $64.15 $24.8 Million - $27.7 Million
-431,628 Reduced 92.96%
32,709 $2.1 Million
Q4 2023

Jan 10, 2024
SELL
$50.31 - $58.65 $199,479 - $232,547
-3,965 Reduced 0.85%
464,337 $27.1 Million
Q3 2023

Nov 03, 2023
BUY
$52.22 - $56.31 $626 - $675
12 Added 0.0%
468,302 $24.6 Million
Q2 2023

Aug 02, 2023
BUY
$49.75 - $54.44 $197,557 - $216,181
3,971 Added 0.86%
468,290 $25.5 Million
Q1 2023

Apr 17, 2023
BUY
$46.97 - $51.65 $515,073 - $566,393
10,966 Added 2.42%
464,319 $23.4 Million
Q4 2022

Aug 03, 2023
SELL
$46.29 - $50.41 $691,433 - $752,974
-14,937 Reduced 3.19%
453,353 $21.4 Million
Q4 2022

Jan 18, 2023
BUY
$46.29 - $50.41 $1.44 Million - $1.57 Million
31,116 Added 7.37%
453,353 $21.4 Million
Q3 2022

Nov 04, 2022
BUY
N/A
87,629 Added 26.19%
422,237 $18.6 Million
Q2 2022

Jul 21, 2022
BUY
N/A
66,695 Added 24.89%
334,608 $15.6 Million
Q1 2022

Apr 13, 2022
BUY
N/A
22,531 Added 9.18%
267,913 $14.9 Million
Q4 2021

Jan 12, 2022
SELL
N/A
-2,072 Reduced 0.84%
245,382 $14.3 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-1,278 Reduced 0.51%
247,454 $13.1 Million
Q2 2021

Jul 14, 2021
SELL
N/A
-2,380 Reduced 0.95%
248,732 $13.2 Million
Q1 2021

Apr 23, 2021
SELL
N/A
-5,759 Reduced 2.24%
251,112 $12.4 Million
Q4 2020

Jan 25, 2021
SELL
N/A
-2,679 Reduced 1.03%
256,871 $11.8 Million
Q3 2020

Oct 20, 2020
SELL
N/A
-9,830 Reduced 3.65%
259,550 $10.7 Million
Q2 2020

Jul 17, 2020
BUY
N/A
350 Added 0.13%
269,380 $10.2 Million
Q1 2020

Apr 17, 2020
BUY
N/A
269,030 New
269,030 $8.46 Million

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

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