Gradient Investments LLC Spdr Portfolio S&P 1500 Compos Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	SELL	$57.38 - $64.15 $106,497 - $119,062	-1,856 Reduced 64.78%	1,009 $64,000
Q4 2023 Jan 18, 2024	SELL	$50.31 - $58.65 $48,549 - $56,597	-965 Reduced 25.2%	2,865 $167,000
Q3 2023 Oct 27, 2023	BUY	$52.22 - $56.31 $147,312 - $158,850	2,821 Added 279.58%	3,830 $201,000
Q2 2023 Jul 11, 2023	SELL	$49.75 - $54.44 $28,258 - $30,921	-568 Reduced 36.02%	1,009 $54,000
Q1 2023 Apr 17, 2023	BUY	$46.97 - $51.65 $74,071 - $81,452	1,577 New	1,577 $79,000
Q2 2022 Jul 11, 2022	BUY	$45.19 - $56.15 $2,711 - $3,369	60 Added 150.0%	100 $5,000
Q1 2022 May 26, 2022	SELL	$51.36 - $58.82 $12,994 - $14,881	-253 Reduced 86.35%	40 $2,000
Q4 2021 Jan 12, 2022	BUY	$52.99 - $58.74 $15,526 - $17,210	293 New	293 $17,000
Q3 2021 Oct 18, 2021	SELL	$52.32 - $55.93 $17,108 - $18,289	-327 Closed	0 $0
Q2 2021 Jul 12, 2021	BUY	$49.77 - $52.97 $4,081 - $4,343	82 Added 33.47%	327 $17,000
Q1 2021 Apr 21, 2021	BUY	$45.48 - $49.44 $1,137 - $1,236	25 Added 11.36%	245 $12,000
Q3 2020 Oct 06, 2020	BUY	$37.97 - $43.65 $8,353 - $9,603	220 New	220 $9,000
Q2 2020 Jul 10, 2020	SELL	$29.99 - $39.74 $1,229 - $1,629	-41 Closed	0 $0
Q1 2020 Apr 07, 2020	BUY	$27.12 - $41.81 $1,111 - $1,714	41 New	41 $1,000
Q4 2018 Jan 18, 2019	SELL	N/A	-2,113 Closed	0 $0
Q3 2018 Oct 11, 2018	BUY	N/A	1,940 Added 1121.39%	2,113 $76,000
Q2 2018 Aug 09, 2018	BUY	N/A	173 New	173 $6,000

Others Institutions Holding SPTM

# of Institutions

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

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