A detailed history of Creative One Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Creative One Wealth, LLC holds 31,927 shares of SPTM stock, worth $2.34 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
31,927
Previous 16,858 89.39%
Holding current value
$2.34 Million
Previous $1.12 Million 99.82%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Nov 13, 2024

BUY
$63.28 - $70.06 $953,566 - $1.06 Million
15,069 Added 89.39%
31,927 $2.24 Million
Q2 2024

Aug 14, 2024

BUY
$60.69 - $66.83 $550,094 - $605,747
9,064 Added 116.29%
16,858 $1.12 Million
Q1 2024

May 14, 2024

SELL
$57.38 - $64.15 $67,880 - $75,889
-1,183 Reduced 13.18%
7,794 $500,000
Q4 2023

Feb 09, 2024

SELL
$50.31 - $58.65 $26,110 - $30,439
-519 Reduced 5.47%
8,977 $524,000
Q3 2023

Oct 17, 2023

SELL
$52.22 - $56.31 $1.6 Million - $1.73 Million
-30,640 Reduced 76.34%
9,496 $499,000
Q2 2023

Aug 16, 2023

SELL
$49.75 - $54.44 $7.47 Million - $8.18 Million
-150,178 Reduced 78.91%
40,136 $2.19 Million
Q2 2023

Aug 14, 2023

BUY
$49.75 - $54.44 $6.98 Million - $7.64 Million
140,381 Added 281.14%
190,314 $8.92 Million
Q1 2023

May 15, 2023

BUY
$46.97 - $51.65 $1.86 Million - $2.04 Million
39,585 Added 382.54%
49,933 $2.52 Million
Q4 2022

Feb 14, 2023

SELL
$44.09 - $50.41 $322,077 - $368,245
-7,305 Reduced 41.38%
10,348 $490,000
Q3 2022

Nov 14, 2022

SELL
$44.11 - $53.04 $7.89 Million - $9.49 Million
-178,967 Reduced 91.02%
17,653 $778,000
Q2 2022

Aug 12, 2022

SELL
$45.19 - $56.15 $1.93 Million - $2.4 Million
-42,738 Reduced 17.86%
196,620 $9.14 Million
Q1 2022

May 13, 2022

BUY
$51.36 - $58.82 $1.87 Million - $2.14 Million
36,436 Added 17.96%
239,358 $13.3 Million
Q4 2021

Feb 15, 2022

SELL
$52.99 - $58.74 $715,682 - $793,342
-13,506 Reduced 6.24%
202,922 $11.9 Million
Q3 2021

Nov 16, 2021

BUY
$52.32 - $55.93 $380,680 - $406,946
7,276 Added 3.48%
216,428 $11.3 Million
Q2 2021

Aug 13, 2021

BUY
$49.77 - $52.97 $563,894 - $600,150
11,330 Added 5.73%
209,152 $11.1 Million
Q1 2021

May 17, 2021

BUY
$45.48 - $49.44 $4.04 Million - $4.4 Million
88,919 Added 81.65%
197,822 $9.73 Million
Q4 2020

Feb 12, 2021

BUY
$39.96 - $46.09 $574,944 - $663,142
14,388 Added 15.22%
108,903 $5.02 Million
Q3 2020

Nov 13, 2020

BUY
$37.97 - $43.65 $991,434 - $1.14 Million
26,111 Added 38.17%
94,515 $3.87 Million
Q2 2020

Aug 13, 2020

BUY
$29.99 - $39.74 $294,111 - $389,730
9,807 Added 16.74%
68,404 $2.58 Million
Q1 2020

May 14, 2020

BUY
$27.12 - $41.81 $14,210 - $21,908
524 Added 0.9%
58,597 $1.84 Million
Q4 2019

Feb 13, 2020

BUY
$35.63 - $39.97 $430,873 - $483,357
12,093 Added 26.3%
58,073 $2.31 Million
Q3 2019

Nov 13, 2019

BUY
$36.53 - $37.33 $412,131 - $421,157
11,282 Added 32.51%
45,980 $1.69 Million
Q2 2019

Aug 15, 2019

BUY
N/A
19,208 Added 124.0%
34,698 $1.27 Million
Q1 2019

May 15, 2019

BUY
N/A
5,257 Added 51.37%
15,490 $545,000
Q4 2018

Feb 14, 2019

BUY
N/A
10,233 New
10,233 $316,000

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
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