Montag A & Associates Inc Spdr Portfolio S&P 1500 Compos Transaction History

Montag A & Associates Inc

  • $2.14 Billion
  • Q3 2025

A detailed history of Montag A & Associates Inc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Montag A & Associates Inc holds 1,756 shares of SPTM stock, worth $142,534. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,756
Previous 1,756 -0.0%
Holding current value
$142,534
Previous $131,000 7.63%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 05, 2024
BUY
$63.28 - $70.06 $32,272 - $35,730
510 Added 40.93%
1,756 $123,000
Q1 2024

May 07, 2024
BUY
$57.38 - $64.15 $20,083 - $22,452
350 Added 39.06%
1,246 $79,000
Q4 2022

Feb 02, 2023
BUY
$44.09 - $50.41 $39,504 - $45,167
896 New
896 $42,000

Others Institutions Holding SPTM

# of Institutions
761
Shares Held
98.1M
Call Options Held
46.9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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

Track Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc 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 Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email