L.M. Kohn & Company Spdr Portfolio S&P 1500 Compos Transaction History

L.M. Kohn & Company

  • $390 Million
  • Q3 2024

A detailed history of L.M. Kohn & Company transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, L.M. Kohn & Company holds 14,816 shares of SPTM stock, worth $1.08 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
14,816
Previous 12,741 16.29%
Holding current value
$1.08 Million
Previous $845,000 22.84%
% of portfolio
0.27%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$63.28 - $70.06 $131,306 - $145,374
2,075 Added 16.29%
14,816 $1.04 Million
Q2 2024

Jul 30, 2024
BUY
$60.69 - $66.83 $253,744 - $279,416
4,181 Added 48.84%
12,741 $845,000
Q1 2024

Apr 25, 2024
BUY
$57.38 - $64.15 $112,579 - $125,862
1,962 Added 29.74%
8,560 $549,000
Q4 2023

Feb 09, 2024
SELL
$50.31 - $58.65 $37,279 - $43,459
-741 Reduced 10.1%
6,598 $385,000
Q3 2023

Nov 06, 2023
SELL
$52.22 - $56.31 $44,543 - $48,032
-853 Reduced 10.41%
7,339 $385,000
Q2 2023

Aug 08, 2023
SELL
$49.75 - $54.44 $55,272 - $60,482
-1,111 Reduced 11.94%
8,192 $445,000
Q1 2023

May 08, 2023
SELL
$46.97 - $51.65 $58,242 - $64,046
-1,240 Reduced 11.76%
9,303 $469,000
Q4 2022

Feb 08, 2023
BUY
$44.09 - $50.41 $14,770 - $16,887
335 Added 3.28%
10,543 $498,000
Q3 2022

Oct 19, 2022
BUY
$44.11 - $53.04 $32,464 - $39,037
736 Added 7.77%
10,208 $451,000
Q2 2022

Aug 05, 2022
SELL
$45.19 - $56.15 $603,196 - $749,490
-13,348 Reduced 58.49%
9,472 $441,000
Q1 2022

May 25, 2022
BUY
$51.36 - $58.82 $1.17 Million - $1.34 Million
22,820 New
22,820 $1.27 Million

Others Institutions Holding SPTM

# of Institutions
630
Shares Held
85M
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
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