A detailed history of Prosperity Financial Group, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Prosperity Financial Group, Inc. holds 11,392 shares of SPTM stock, worth $825,464. This represents 0.45% of its overall portfolio holdings.

Number of Shares
11,392
Previous 14,095 19.18%
Holding current value
$825,464
Previous $935 Million 14.66%
% of portfolio
0.45%
Previous 0.59%

Shares

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

Nov 12, 2024

SELL
$63.28 - $70.06 $171,045 - $189,372
-2,703 Reduced 19.18%
11,392 $798 Million
Q2 2024

Aug 13, 2024

BUY
$60.69 - $66.83 $105,600 - $116,284
1,740 Added 14.08%
14,095 $935 Million
Q1 2024

May 15, 2024

SELL
$57.38 - $64.15 $80,332 - $89,810
-1,400 Reduced 10.18%
12,355 $793 Million
Q4 2023

Feb 14, 2024

BUY
$50.31 - $58.65 $345,680 - $402,984
6,871 Added 99.81%
13,755 $804 Million
Q3 2023

Nov 07, 2023

SELL
$52.22 - $56.31 $33,316 - $35,925
-638 Reduced 8.48%
6,884 $361 Million
Q2 2023

Sep 12, 2023

BUY
$49.75 - $54.44 $374,219 - $409,497
7,522 New
7,522 $409 Million

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Prosperity Financial Group, Inc. Portfolio

Follow Prosperity Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Financial Group, Inc. with notifications on news.