Householder Group Estate & Retirement Specialist, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 41,519 shares of SPTM stock, worth $3.07 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
41,519
Previous 42,324 1.9%
Holding current value
$3.07 Million
Previous $2.97 Million -0.0%
% of portfolio
2.22%
Previous 0.86%

Shares

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

Jan 15, 2025
SELL
$69.3 - $74.3 $55,786 - $59,811
-805 Reduced 1.9%
41,519 $2.97 Million
Q3 2024

Oct 18, 2024
BUY
$63.28 - $70.06 $30,754 - $34,049
486 Added 1.16%
42,324 $2.97 Million
Q2 2024

Jul 17, 2024
BUY
$60.69 - $66.83 $87,939 - $96,836
1,449 Added 3.59%
41,838 $2.78 Million
Q1 2024

May 03, 2024
BUY
$57.38 - $64.15 $75,167 - $84,036
1,310 Added 3.35%
40,389 $2.59 Million
Q4 2023

Jan 23, 2024
SELL
$50.31 - $58.65 $267,649 - $312,018
-5,320 Reduced 11.98%
39,079 $2.28 Million
Q3 2023

Oct 10, 2023
BUY
$52.22 - $56.31 $886,486 - $955,918
16,976 Added 61.9%
44,399 $2.33 Million
Q1 2023

Apr 13, 2023
BUY
$46.97 - $51.65 $1.29 Million - $1.42 Million
27,423 New
27,423 $1.38 Million
Q3 2022

Oct 11, 2022
BUY
$44.11 - $53.04 $100,570 - $120,931
2,280 Added 19.14%
14,195 $626,000
Q2 2022

Jul 18, 2022
BUY
$45.19 - $56.15 $43,743 - $54,353
968 Added 8.84%
11,915 $554,000
Q1 2022

Apr 18, 2022
BUY
$51.36 - $58.82 $65,329 - $74,819
1,272 Added 13.15%
10,947 $608,000
Q4 2021

Apr 12, 2022
BUY
$52.99 - $58.74 $512,678 - $568,309
9,675 New
9,675 $566,000

Others Institutions Holding SPTM

# of Institutions
637
Shares Held
85.4M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Householder Group Estate & Retirement Specialist, LLC Portfolio

Follow Householder Group Estate & Retirement Specialist, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email