Plante Moran Financial Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,112 shares of SPTM stock, worth $78,796. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,112

Previous 1,112 -0.0%

Holding current value

$78,796

Previous $77,000 2.6%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$60.69 - $66.83 $140,011 - $154,176	-2,307 Reduced 67.48%	1,112 $73,000
Q1 2024 May 09, 2024	SELL	$57.38 - $64.15 $23,525 - $26,301	-410 Reduced 10.71%	3,419 $219,000
Q4 2023 Feb 05, 2024	BUY	$50.31 - $58.65 $76,571 - $89,265	1,522 Added 65.97%	3,829 $223,000
Q1 2023 May 08, 2023	SELL	$46.97 - $51.65 $5,777 - $6,352	-123 Reduced 5.06%	2,307 $116,000
Q4 2022 Feb 09, 2023	BUY	$44.09 - $50.41 $484 - $554	11 Added 0.45%	2,430 $114,000
Q3 2022 Nov 02, 2022	BUY	$44.11 - $53.04 $106,702 - $128,303	2,419 New	2,419 $107,000
Q4 2018 Jan 29, 2019	SELL	N/A	-5,885 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	5,885 New	5,885 $213,000

Others Institutions Holding SPTM

# of Institutions

677

Shares Held

93.6M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Plante Moran Financial Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History