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 $213,262. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,873

Holding current value

$213,262

% of portfolio

0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

672

Shares Held

93.4M

Call Options Held

10.2K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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