Arkadios Wealth Advisors Spdr Portfolio S&P 1500 Compos Transaction History

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Arkadios Wealth Advisors holds 8,211 shares of SPTM stock, worth $608,517. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,211
Previous 8,188 0.28%
Holding current value
$608,517
Previous $573,000 2.27%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$69.3 - $74.3 $1,593 - $1,708
23 Added 0.28%
8,211 $586,000
Q3 2024

Oct 24, 2024
SELL
$63.28 - $70.06 $34,677 - $38,392
-548 Reduced 6.27%
8,188 $573,000
Q2 2024

Jul 29, 2024
SELL
$60.69 - $66.83 $248,100 - $273,201
-4,088 Reduced 31.88%
8,736 $579,000
Q1 2024

Apr 30, 2024
SELL
$57.38 - $64.15 $10,041 - $11,226
-175 Reduced 1.35%
12,824 $822,000
Q4 2023

Jan 24, 2024
BUY
$50.31 - $58.65 $653,979 - $762,391
12,999 New
12,999 $759,000
Q2 2022

Jul 14, 2022
BUY
$45.19 - $56.15 $180 - $224
4 Added 0.06%
6,770 $315,000
Q1 2022

May 02, 2022
SELL
$51.36 - $58.82 $13,764 - $15,763
-268 Reduced 3.81%
6,766 $376,000
Q4 2021

Feb 03, 2022
BUY
$52.99 - $58.74 $309,620 - $343,217
5,843 Added 490.6%
7,034 $411,000
Q3 2021

Oct 19, 2021
BUY
$52.32 - $55.93 $15,329 - $16,387
293 Added 32.63%
1,191 $63,000
Q2 2021

Jul 28, 2021
BUY
$49.77 - $52.97 $149 - $158
3 Added 0.34%
898 $47,000
Q1 2021

Apr 26, 2021
BUY
$45.48 - $49.44 $136 - $148
3 Added 0.34%
895 $44,000
Q4 2020

Feb 09, 2021
BUY
$39.96 - $46.09 $35,004 - $40,374
876 Added 5475.0%
892 $41,000
Q2 2020

Aug 10, 2020
BUY
$29.99 - $39.74 $479 - $635
16 New
16 $623,000
Q1 2020

May 14, 2020
SELL
$27.12 - $41.81 $18,360 - $28,305
-677 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$35.63 - $39.97 $24,121 - $27,059
677 New
677 $0

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

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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