Adams Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History

Adams Wealth Management

  • $433 Million
  • Q3 2024

A detailed history of Adams Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Adams Wealth Management holds 5,276 shares of SPTM stock, worth $373,804. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,276
Previous 4,858 8.6%
Holding current value
$373,804
Previous $322,000 14.6%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 28, 2024
BUY
$63.28 - $70.06 $26,451 - $29,285
418 Added 8.6%
5,276 $369,000
Q2 2024

Jul 16, 2024
SELL
$60.69 - $66.83 $59,779 - $65,827
-985 Reduced 16.86%
4,858 $322,000
Q1 2024

May 20, 2024
BUY
$57.38 - $64.15 $110,513 - $123,552
1,926 Added 49.17%
5,843 $374,000
Q4 2023

Feb 12, 2024
SELL
$50.31 - $58.65 $139,157 - $162,225
-2,766 Reduced 41.39%
3,917 $228,000
Q3 2023

Nov 09, 2023
BUY
$52.22 - $56.31 $96,607 - $104,173
1,850 Added 38.28%
6,683 $350,000
Q2 2023

Aug 14, 2023
BUY
$49.75 - $54.44 $37,810 - $41,374
760 Added 18.66%
4,833 $263,000
Q1 2023

May 03, 2023
BUY
$46.97 - $51.65 $191,308 - $210,370
4,073 New
4,073 $205,000

Others Institutions Holding SPTM

# of Institutions
613
Shares Held
85.8M
Call Options Held
11.1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Adams Wealth Management Portfolio

Follow Adams Wealth Management 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 Adams Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Adams Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email