Global Retirement Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Global Retirement Partners, LLC holds 98,814 shares of SPTM stock, worth $7.32 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

98,814

Previous 93,122 6.11%

Holding current value

$7.32 Million

Previous $6.18 Million 12.04%

% of portfolio

0.21%

Previous 0.2%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$63.28 - $70.06 $360,189 - $398,781	5,692 Added 6.11%	98,814 $6.92 Million
Q2 2024 Jul 23, 2024	BUY	$60.69 - $66.83 $95,283 - $104,923	1,570 Added 1.71%	93,122 $6.18 Million
Q1 2024 Apr 23, 2024	BUY	$57.38 - $64.15 $301,761 - $337,364	5,259 Added 6.09%	91,552 $5.87 Million
Q4 2023 Jan 18, 2024	BUY	$50.31 - $58.65 $318,512 - $371,313	6,331 Added 7.92%	86,293 $5.04 Million
Q3 2023 Oct 13, 2023	BUY	$52.22 - $56.31 $345,591 - $372,659	6,618 Added 9.02%	79,962 $4.2 Million
Q2 2023 Jul 20, 2023	BUY	$49.75 - $54.44 $128,603 - $140,727	2,585 Added 3.65%	73,344 $3.99 Million
Q1 2023 May 05, 2023	BUY	$46.97 - $51.65 $335,882 - $369,349	7,151 Added 11.24%	70,759 $3.57 Million
Q4 2022 Feb 13, 2023	SELL	$44.09 - $50.41 $239,629 - $273,978	-5,435 Reduced 7.87%	63,608 $3.01 Million
Q3 2022 Nov 03, 2022	BUY	$44.11 - $53.04 $321,826 - $386,979	7,296 Added 11.82%	69,043 $3.3 Million
Q2 2022 Jul 15, 2022	BUY	$45.19 - $56.15 $148,991 - $185,126	3,297 Added 5.64%	61,747 $2.87 Million
Q1 2022 Jul 14, 2022	BUY	$51.36 - $58.82 $3 Million - $3.44 Million	58,450 New	58,450 $2.84 Million
Q4 2021 Jan 21, 2022	SELL	$52.99 - $58.74 $1.12 Million - $1.24 Million	-21,056 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$52.32 - $55.93 $65,556 - $70,080	1,253 Added 6.33%	21,056 $1.12 Million
Q2 2021 Jul 15, 2021	BUY	$49.77 - $52.97 $812,395 - $864,629	16,323 Added 469.05%	19,803 $1.05 Million
Q1 2021 Apr 14, 2021	BUY	$45.48 - $49.44 $181 - $197	4 Added 0.12%	3,480 $171,000
Q4 2020 Jan 13, 2021	SELL	$39.96 - $46.09 $6.25 Million - $7.21 Million	-156,325 Reduced 97.82%	3,476 $160,000
Q3 2020 Oct 09, 2020	BUY	$37.97 - $43.65 $3.21 Million - $3.69 Million	84,488 Added 112.18%	159,801 $6.53 Million
Q2 2020 Jul 13, 2020	SELL	$29.99 - $39.74 $618,543 - $819,637	-20,625 Reduced 21.5%	75,313 $2.85 Million
Q1 2020 Apr 28, 2020	SELL	$27.12 - $41.81 $5.36 Million - $8.27 Million	-197,708 Reduced 67.33%	95,938 $3.02 Million
Q4 2019 Jan 23, 2020	BUY	$35.63 - $39.97 $465,078 - $521,728	13,053 Added 4.65%	293,646 $11.7 Million
Q3 2019 Nov 19, 2019	BUY	$36.53 - $37.33 $10.2 Million - $10.4 Million	279,855 Added 37920.73%	280,593 $10.3 Million
Q4 2018 Feb 22, 2019	SELL	N/A	-172,709 Reduced 99.57%	738 $23,000
Q3 2018 Oct 17, 2018	BUY	N/A	61,418 Added 54.82%	173,447 $6.28 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-17,779 Reduced 13.7%	112,029 $3.81 Million
Q1 2018 Aug 10, 2018	BUY	N/A	129,808 New	129,808 $4.26 Million

Others Institutions Holding SPTM

# of Institutions

634

Shares Held

85.5M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Global Retirement Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History