Baldrige Asset Management LLC Spdr Portfolio S&P 1500 Compos Transaction History

Baldrige Asset Management LLC

  • $244 Million
  • Q1 2023

A detailed history of Baldrige Asset Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Baldrige Asset Management LLC holds 4,953 shares of SPTM stock, worth $363,847. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,953
Previous 4,953 -0.0%
Holding current value
$363,847
Previous $234,000 6.84%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 12, 2020
BUY
$37.97 - $43.65 $188,065 - $216,198
4,953 New
4,953 $203,000
Q1 2020

Apr 14, 2020
SELL
$27.12 - $41.81 $137,498 - $211,976
-5,070 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$35.63 - $39.97 $180,644 - $202,647
5,070 New
5,070 $202,000

Others Institutions Holding SPTM

# of Institutions
670
Shares Held
92.6M
Call Options Held
11.9K
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
Track This Portfolio

Track Baldrige Asset Management LLC Portfolio

Follow Baldrige Asset Management 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 Baldrige Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldrige Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email