Alta Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History

Alta Wealth Advisors LLC

$226 Million
Q4 2024

A detailed history of Alta Wealth Advisors LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 20,065 shares of SPTM stock, worth $1.49 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

20,065

Previous 19,172 4.66%

Holding current value

$1.49 Million

Previous $1.34 Million 6.7%

% of portfolio

0.63%

Previous 0.61%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$69.3 - $74.3 $61,884 - $66,349	893 Added 4.66%	20,065 $1.43 Million
Q3 2024 Oct 18, 2024	BUY	$63.28 - $70.06 $23,097 - $25,571	365 Added 1.94%	19,172 $1.34 Million
Q2 2024 Jul 24, 2024	SELL	$60.69 - $66.83 $6,615 - $7,284	-109 Reduced 0.58%	18,807 $1.25 Million
Q1 2024 May 01, 2024	SELL	$57.38 - $64.15 $13,656 - $15,267	-238 Reduced 1.24%	18,916 $1.21 Million
Q4 2023 Feb 12, 2024	SELL	$50.31 - $58.65 $955,638 - $1.11 Million	-18,995 Reduced 49.79%	19,154 $1.12 Million
Q3 2023 Oct 19, 2023	BUY	$52.22 - $56.31 $191,908 - $206,939	3,675 Added 10.66%	38,149 $2 Million
Q2 2023 Jul 17, 2023	BUY	$49.75 - $54.44 $73,331 - $80,244	1,474 Added 4.47%	34,474 $1.88 Million
Q1 2023 Apr 21, 2023	SELL	$46.97 - $51.65 $5,072 - $5,578	-108 Reduced 0.33%	33,000 $1.66 Million
Q4 2022 Jan 20, 2023	BUY	$44.09 - $50.41 $428,290 - $489,682	9,714 Added 41.52%	33,108 $0
Q3 2022 Oct 17, 2022	BUY	$44.11 - $53.04 $13,541 - $16,283	307 Added 1.33%	23,394 $1.03 Million
Q2 2022 Jul 28, 2022	BUY	$45.19 - $56.15 $55,990 - $69,569	1,239 Added 5.67%	23,087 $1.08 Million
Q1 2022 Apr 27, 2022	BUY	$51.36 - $58.82 $74,266 - $85,053	1,446 Added 7.09%	21,848 $1.21 Million
Q4 2021 Feb 14, 2022	BUY	$52.99 - $58.74 $793,790 - $879,925	14,980 Added 276.28%	20,402 $1.19 Million
Q3 2021 Oct 13, 2021	BUY	$52.32 - $55.93 $50,645 - $54,140	968 Added 21.73%	5,422 $287,000
Q2 2021 Aug 02, 2021	BUY	$49.77 - $52.97 $221,675 - $235,928	4,454 New	4,454 $236,000

Others Institutions Holding SPTM

# of Institutions

634

Shares Held

85.5M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Alta Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History