A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 148,589 shares of SPTM stock, worth $10.9 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
148,589
Previous 148,589 -0.0%
Holding current value
$10.9 Million
Previous $10.4 Million -0.0%
% of portfolio
0.89%
Previous 0.89%

Shares

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

Nov 14, 2024

BUY
$63.28 - $70.06 $142,633 - $157,915
2,254 Added 1.54%
148,589 $10.4 Million
Q2 2024

Aug 13, 2024

BUY
$60.69 - $66.83 $81,931 - $90,220
1,350 Added 0.93%
146,335 $9.71 Million
Q1 2024

May 15, 2024

BUY
$57.38 - $64.15 $259,759 - $290,407
4,527 Added 3.22%
144,985 $9.3 Million
Q4 2023

Feb 14, 2024

BUY
$50.31 - $58.65 $7.07 Million - $8.24 Million
140,458 New
140,458 $8.21 Million
Q2 2023

Aug 09, 2023

SELL
$49.75 - $54.44 $1.55 Million - $1.7 Million
-31,213 Reduced 17.8%
144,181 $7.85 Million
Q1 2023

May 01, 2023

SELL
$46.97 - $51.65 $2.97 Million - $3.26 Million
-63,147 Reduced 26.47%
175,394 $8.85 Million
Q4 2022

Feb 06, 2023

SELL
$44.09 - $50.41 $13,535 - $15,475
-307 Reduced 0.13%
238,541 $11.3 Million
Q3 2022

Nov 07, 2022

BUY
$44.11 - $53.04 $465,007 - $559,147
10,542 Added 4.62%
238,848 $10.5 Million
Q2 2022

Aug 15, 2022

SELL
$45.19 - $56.15 $2.7 Million - $3.36 Million
-59,840 Reduced 20.77%
228,306 $10.6 Million
Q1 2022

May 06, 2022

SELL
$51.36 - $58.82 $424,901 - $486,617
-8,273 Reduced 2.79%
288,146 $16 Million
Q4 2021

Feb 07, 2022

BUY
$52.99 - $58.74 $358,424 - $397,317
6,764 Added 2.34%
296,419 $17.4 Million
Q3 2021

Nov 15, 2021

BUY
$52.32 - $55.93 $1.33 Million - $1.42 Million
25,371 Added 9.6%
289,655 $15.3 Million
Q2 2021

Aug 09, 2021

BUY
$49.77 - $52.97 $1.11 Million - $1.18 Million
22,229 Added 9.18%
264,284 $14 Million
Q1 2021

May 10, 2021

BUY
$45.48 - $49.44 $914,602 - $994,238
20,110 Added 9.06%
242,055 $11.9 Million
Q4 2020

Feb 08, 2021

BUY
$39.96 - $46.09 $667,971 - $770,440
16,716 Added 8.15%
221,945 $10.2 Million
Q3 2020

Nov 09, 2020

SELL
$37.97 - $43.65 $727,049 - $835,810
-19,148 Reduced 8.53%
205,229 $8.38 Million
Q2 2020

Aug 11, 2020

BUY
$29.99 - $39.74 $2.5 Million - $3.31 Million
83,337 Added 59.09%
224,377 $8.48 Million
Q1 2020

May 14, 2020

SELL
$27.12 - $41.81 $1.11 Million - $1.71 Million
-40,829 Reduced 22.45%
141,040 $4.44 Million
Q4 2019

Feb 14, 2020

BUY
$35.63 - $39.97 $177,223 - $198,810
4,974 Added 2.81%
181,869 $7.25 Million
Q3 2019

Nov 13, 2019

BUY
$36.53 - $37.33 $758,618 - $775,232
20,767 Added 13.3%
176,895 $6.5 Million
Q2 2019

Aug 14, 2019

SELL
N/A
-3,640 Reduced 2.28%
156,128 $5.69 Million
Q1 2019

May 15, 2019

SELL
N/A
-328,376 Reduced 67.27%
159,768 $5.62 Million
Q4 2018

Feb 14, 2019

BUY
N/A
98,143 Added 25.16%
488,144 $15.1 Million
Q3 2018

Nov 14, 2018

BUY
N/A
21,259 Added 5.77%
390,001 $14.1 Million
Q2 2018

Aug 14, 2018

BUY
N/A
350,497 Added 1921.06%
368,742 $12.5 Million
Q1 2018

May 15, 2018

BUY
N/A
18,245 New
18,245 $599,000

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


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

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC 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 Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.