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

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 9,446 shares of SPTM stock, worth $682,945. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,446

Previous 9,615 1.76%

Holding current value

$682,945

Previous $673,000 0.15%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$69.3 - $74.3 $11,711 - $12,556	-169 Reduced 1.76%	9,446 $674,000
Q3 2024 Nov 14, 2024	SELL	$63.28 - $70.06 $12,339 - $13,661	-195 Reduced 1.99%	9,615 $673,000
Q2 2024 Aug 09, 2024	BUY	$60.69 - $66.83 $26,218 - $28,870	432 Added 4.61%	9,810 $650,000
Q1 2024 Apr 19, 2024	BUY	$57.38 - $64.15 $1,721 - $1,924	30 Added 0.32%	9,378 $601,000
Q4 2023 Jan 11, 2024	SELL	$50.31 - $58.65 $905 - $1,055	-18 Reduced 0.19%	9,348 $546,000
Q3 2023 Oct 25, 2023	BUY	$52.22 - $56.31 $1,932 - $2,083	37 Added 0.4%	9,366 $491,000
Q2 2023 Aug 08, 2023	BUY	$49.75 - $54.44 $1,840 - $2,014	37 Added 0.4%	9,329 $507,000
Q1 2023 Apr 26, 2023	SELL	$46.97 - $51.65 $21,183 - $23,294	-451 Reduced 4.63%	9,292 $468,000
Q4 2022 Feb 02, 2023	SELL	$44.09 - $50.41 $161,810 - $185,004	-3,670 Reduced 27.36%	9,743 $460,000
Q3 2022 Oct 13, 2022	SELL	$44.11 - $53.04 $68,370 - $82,212	-1,550 Reduced 10.36%	13,413 $592,000
Q2 2022 Jul 22, 2022	BUY	$45.19 - $56.15 $676,177 - $840,172	14,963 New	14,963 $695,000

Others Institutions Holding SPTM

# of Institutions

676

Shares Held

93.6M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Forvis Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History