Financial Advocates Investment Management Spdr Portfolio S&P 1500 Compos Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Financial Advocates Investment Management holds 4,494 shares of SPTM stock, worth $324,916. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,494
Previous 4,742 5.23%
Holding current value
$324,916
Previous $332,000 3.31%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 27, 2025
SELL
$69.3 - $74.3 $17,186 - $18,426
-248 Reduced 5.23%
4,494 $321,000
Q3 2024

Oct 25, 2024
SELL
$63.28 - $70.06 $205,406 - $227,414
-3,246 Reduced 40.64%
4,742 $332,000
Q2 2024

Jul 26, 2024
SELL
$60.69 - $66.83 $29,980 - $33,014
-494 Reduced 5.82%
7,988 $530,000
Q1 2024

May 01, 2024
SELL
$57.38 - $64.15 $354,837 - $396,703
-6,184 Reduced 42.17%
8,482 $544,000
Q4 2023

Feb 08, 2024
SELL
$50.31 - $58.65 $272,328 - $317,472
-5,413 Reduced 26.96%
14,666 $857,000
Q3 2023

Oct 27, 2023
SELL
$52.22 - $56.31 $216,243 - $233,179
-4,141 Reduced 17.1%
20,079 $1.05 Million
Q2 2023

Aug 07, 2023
BUY
$49.75 - $54.44 $232,581 - $254,507
4,675 Added 23.92%
24,220 $1.32 Million
Q1 2023

May 11, 2023
BUY
$46.97 - $51.65 $694,498 - $763,696
14,786 Added 310.7%
19,545 $985,000
Q4 2022

Feb 14, 2023
SELL
$44.09 - $50.41 $15,916 - $18,198
-361 Reduced 7.05%
4,759 $225,000
Q3 2022

Nov 14, 2022
SELL
$44.11 - $53.04 $150,194 - $180,601
-3,405 Reduced 39.94%
5,120 $226,000
Q2 2022

Aug 12, 2022
SELL
$45.19 - $56.15 $1.28 Million - $1.59 Million
-28,235 Reduced 76.81%
8,525 $396,000
Q1 2022

May 11, 2022
BUY
$51.36 - $58.82 $141,907 - $162,519
2,763 Added 8.13%
36,760 $2.04 Million
Q4 2021

Feb 14, 2022
BUY
$52.99 - $58.74 $493,972 - $547,574
9,322 Added 37.78%
33,997 $1.99 Million
Q3 2021

Nov 04, 2021
BUY
$52.32 - $55.93 $71,730 - $76,680
1,371 Added 5.88%
24,675 $1.31 Million
Q2 2021

Aug 03, 2021
BUY
$49.77 - $52.97 $119,995 - $127,710
2,411 Added 11.54%
23,304 $1.24 Million
Q1 2021

May 10, 2021
BUY
$45.48 - $49.44 $214,438 - $233,109
4,715 Added 29.14%
20,893 $1.04 Million
Q4 2020

Feb 12, 2021
BUY
$39.96 - $46.09 $380,858 - $439,283
9,531 Added 143.39%
16,178 $809,000
Q3 2020

Nov 04, 2020
BUY
$37.97 - $43.65 $252,386 - $290,141
6,647 New
6,647 $272,000

Others Institutions Holding SPTM

# of Institutions
676
Shares Held
93.6M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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