Ars Wealth Advisors Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Ars Wealth Advisors Group, LLC

  • $714 Million
  • Q4 2024

A detailed history of Ars Wealth Advisors Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Ars Wealth Advisors Group, LLC holds 1,004,197 shares of SPTM stock, worth $73.2 Million. This represents 10.05% of its overall portfolio holdings.

Number of Shares
1,004,197
Previous 998,052 0.62%
Holding current value
$73.2 Million
Previous $69.9 Million 2.58%
% of portfolio
10.05%
Previous 8.69%

Shares

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

Jan 14, 2025
BUY
$69.3 - $74.3 $425,848 - $456,573
6,145 Added 0.62%
1,004,197 $71.7 Million
Q3 2024

Oct 15, 2024
SELL
$63.28 - $70.06 $488,521 - $540,863
-7,720 Reduced 0.77%
998,052 $69.9 Million
Q2 2024

Jul 19, 2024
BUY
$60.69 - $66.83 $770,945 - $848,941
12,703 Added 1.28%
1,005,772 $66.7 Million
Q1 2024

May 13, 2024
BUY
$57.38 - $64.15 $6.27 Million - $7.01 Million
109,246 Added 12.36%
993,069 $63.7 Million
Q4 2023

Feb 06, 2024
BUY
$50.31 - $58.65 $3.3 Million - $3.85 Million
65,676 Added 8.03%
883,823 $51.7 Million
Q3 2023

Oct 26, 2023
BUY
$52.22 - $56.31 $859,645 - $926,975
16,462 Added 2.05%
818,147 $42.9 Million
Q2 2023

Jul 18, 2023
SELL
$49.75 - $54.44 $865,650 - $947,256
-17,400 Reduced 2.12%
801,685 $43.6 Million
Q1 2023

May 11, 2023
BUY
$46.97 - $51.65 $837,756 - $921,229
17,836 Added 2.23%
819,085 $41.3 Million
Q4 2022

Feb 13, 2023
SELL
$44.09 - $50.41 $1.07 Million - $1.23 Million
-24,325 Reduced 2.95%
801,249 $37.9 Million
Q3 2022

Nov 14, 2022
BUY
$44.11 - $53.04 $36.4 Million - $43.8 Million
825,574 New
825,574 $36.4 Million
Q3 2022

Nov 08, 2022
SELL
$44.11 - $53.04 $36.5 Million - $43.9 Million
-826,862 Closed
0 $36.4 Million
Q2 2022

Aug 15, 2022
SELL
$45.19 - $56.15 $999,873 - $1.24 Million
-22,126 Reduced 2.61%
826,862 $38.4 Million
Q1 2022

May 12, 2022
BUY
$51.36 - $58.82 $75,910 - $86,935
1,478 Added 0.17%
848,988 $47.2 Million
Q4 2021

Feb 08, 2022
BUY
$52.99 - $58.74 $337,599 - $374,232
6,371 Added 0.76%
847,510 $49.5 Million
Q3 2021

Oct 26, 2021
BUY
$52.32 - $55.93 $44 Million - $47 Million
841,139 New
841,139 $44.6 Million

Others Institutions Holding SPTM

# of Institutions
675
Shares Held
93.6M
Call Options Held
9K
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
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