Moneta Group Investment Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 2,873 shares of SPTM stock, worth $194,186. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,873
Holding current value
$194,186
% of portfolio
0.0%

Shares

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

Feb 11, 2025
BUY
$69.3 - $74.3 $199,098 - $213,463
2,873 New
2,873 $205,000
Q1 2020

May 13, 2020
SELL
$27.12 - $41.81 $255,144 - $393,348
-9,408 Closed
0 $0
Q4 2019

Feb 11, 2020
SELL
$35.63 - $39.97 $356 - $399
-10 Reduced 0.11%
9,408 $375,000
Q3 2019

Nov 12, 2019
BUY
$36.53 - $37.33 $365 - $373
10 Added 0.11%
9,418 $346,000
Q2 2019

Aug 16, 2019
SELL
N/A
-7,245 Reduced 43.51%
9,408 $343,000
Q2 2019

Aug 13, 2019
SELL
N/A
-12,653 Reduced 43.18%
16,653 $343,000
Q1 2019

May 16, 2019
SELL
N/A
-1,392,297 Reduced 97.94%
29,306 $1.03 Million
Q1 2019

May 15, 2019
BUY
N/A
1,388,022 Added 4133.36%
1,421,603 $1.03 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-5,101 Reduced 13.19%
33,581 $1.04 Million
Q3 2018

Nov 13, 2018
BUY
N/A
34,616 Added 851.35%
38,682 $1.4 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-40,060 Reduced 90.79%
4,066 $138,000
Q2 2018

Aug 14, 2018
BUY
N/A
44,126 New
44,126 $1.55 Million

Others Institutions Holding SPTM

# of Institutions
681
Shares Held
93.9M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
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