Paragon Financial Partners, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Paragon Financial Partners, Inc.

  • $158 Million
  • Q3 2025

A detailed history of Paragon Financial Partners, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Paragon Financial Partners, Inc. holds 4,103 shares of SPTM stock, worth $333,040. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,103
Previous 4,094 0.22%
Holding current value
$333,040
Previous $306,000 7.84%
% of portfolio
0.21%
Previous 0.21%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$74.93 - $80.73 $674 - $726
9 Added 0.22%
4,103 $330,000
Q2 2025

Jul 30, 2025
BUY
$60.34 - $74.89 $543 - $674
9 Added 0.22%
4,094 $306,000
Q1 2025

Apr 11, 2025
BUY
$67.03 - $74.61 $670 - $746
10 Added 0.25%
4,085 $276,000
Q4 2024

Jan 17, 2025
BUY
$69.3 - $74.3 $762 - $817
11 Added 0.27%
4,075 $291,000
Q3 2024

Oct 15, 2024
BUY
$63.28 - $70.06 $569 - $630
9 Added 0.22%
4,064 $284,000
Q2 2024

Aug 01, 2024
BUY
$60.69 - $66.83 $667 - $735
11 Added 0.27%
4,055 $269,000
Q1 2024

Apr 24, 2024
BUY
$57.38 - $64.15 $573 - $641
10 Added 0.25%
4,044 $259,000
Q4 2023

Jan 29, 2024
BUY
$50.31 - $58.65 $603 - $703
12 Added 0.3%
4,034 $235,000
Q3 2023

Oct 25, 2023
BUY
$52.22 - $56.31 $626 - $675
12 Added 0.3%
4,022 $211,000
Q2 2023

Aug 02, 2023
BUY
$49.75 - $54.44 $597 - $653
12 Added 0.3%
4,010 $218,000
Q1 2023

May 04, 2023
BUY
$46.97 - $51.65 $187,786 - $206,496
3,998 New
3,998 $201,000
Q2 2022

Aug 12, 2022
SELL
$45.19 - $56.15 $178,364 - $221,624
-3,947 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$51.36 - $58.82 $56,136 - $64,290
-1,093 Reduced 21.69%
3,947 $219,000
Q4 2021

Feb 14, 2022
BUY
$52.99 - $58.74 $267,069 - $296,049
5,040 New
5,040 $295,000

Others Institutions Holding SPTM

# of Institutions
763
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 Paragon Financial Partners, Inc. Portfolio

Follow Paragon Financial Partners, 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 Paragon Financial Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Paragon Financial Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email