A detailed history of Captrust Financial Advisors transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Captrust Financial Advisors holds 10,081 shares of SPGM stock, worth $651,131. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,081
Previous 11,459 12.03%
Holding current value
$651,131
Previous $696,000 6.32%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$57.85 - $64.92 $79,717 - $89,459
-1,378 Reduced 12.03%
10,081 $652,000
Q2 2024

Aug 14, 2024

BUY
$56.67 - $60.99 $170 - $182
3 Added 0.03%
11,459 $696,000
Q1 2024

May 15, 2024

SELL
$54.21 - $59.68 $120,129 - $132,250
-2,216 Reduced 16.21%
11,456 $683,000
Q4 2023

Feb 14, 2024

BUY
$48.07 - $55.48 $721 - $832
15 Added 0.11%
13,672 $756,000
Q3 2023

Nov 14, 2023

SELL
$50.1 - $54.28 $9,619 - $10,421
-192 Reduced 1.39%
13,657 $689,000
Q2 2023

Aug 14, 2023

SELL
$49.47 - $52.62 $147,024 - $156,386
-2,972 Reduced 17.67%
13,849 $724,000
Q4 2022

Feb 15, 2023

SELL
$42.72 - $49.46 $25,931 - $30,022
-607 Reduced 3.48%
16,821 $784,000
Q3 2022

Nov 16, 2022

BUY
$42.78 - $50.95 $1,283 - $1,528
30 Added 0.17%
17,428 $746,000
Q2 2022

Aug 16, 2022

BUY
$44.97 - $55.51 $674 - $832
15 Added 0.09%
17,398 $800,000
Q1 2022

May 16, 2022

BUY
$50.64 - $58.29 $177,442 - $204,248
3,504 Added 25.25%
17,383 $953,000
Q4 2021

Feb 14, 2022

BUY
$54.48 - $58.88 $27,730 - $29,969
509 Added 3.81%
13,879 $803,000
Q3 2021

Nov 16, 2021

BUY
$54.18 - $57.66 $10,890 - $11,589
201 Added 1.53%
13,370 $732,000
Q4 2020

Feb 16, 2021

BUY
$42.03 - $49.28 $545,423 - $639,506
12,977 Added 6758.85%
13,169 $641,000
Q2 2020

Aug 14, 2020

BUY
$32.02 - $41.32 $6,147 - $7,933
192 New
192 $8,000
Q4 2019

Feb 14, 2020

SELL
$38.77 - $43.22 $7,443 - $8,298
-192 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
$39.76 - $40.54 $7,633 - $7,783
192 New
192 $8,000

Others Institutions Holding SPGM

About SPDR INDEX SHS FDS S SPDR PORT


  • Ticker SPGM
  • Sector ETFs
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