Retirement Capital Strategies Spdr Portfolio S&P 1500 Compos Transaction History

Retirement Capital Strategies

  • $257 Million
  • Q4 2024

A detailed history of Retirement Capital Strategies transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Retirement Capital Strategies holds 176,098 shares of SPTM stock, worth $12.7 Million. This represents 4.89% of its overall portfolio holdings.

Number of Shares
176,098
Previous 178,776 1.5%
Holding current value
$12.7 Million
Previous $12.5 Million 0.42%
% of portfolio
4.89%
Previous 4.91%

Shares

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

Feb 07, 2025
SELL
$69.3 - $74.3 $185,585 - $198,975
-2,678 Reduced 1.5%
176,098 $12.6 Million
Q3 2024

Nov 12, 2024
SELL
$63.28 - $70.06 $272,926 - $302,168
-4,313 Reduced 2.36%
178,776 $12.5 Million
Q2 2024

Aug 13, 2024
SELL
$60.69 - $66.83 $306,059 - $337,023
-5,043 Reduced 2.68%
183,089 $12.1 Million
Q1 2024

May 13, 2024
SELL
$57.38 - $64.15 $3.83 Million - $4.28 Million
-66,790 Reduced 26.2%
188,132 $12.1 Million
Q4 2023

Feb 14, 2024
BUY
$50.31 - $58.65 $8,502 - $9,911
169 Added 0.07%
254,922 $14.9 Million
Q3 2023

Nov 13, 2023
SELL
$52.22 - $56.31 $22,297 - $24,044
-427 Reduced 0.17%
254,753 $13.4 Million
Q2 2023

Aug 14, 2023
BUY
$49.75 - $54.44 $12.7 Million - $13.9 Million
255,180 New
255,180 $13.9 Million
Q2 2022

Jul 29, 2022
SELL
$45.19 - $56.15 $284,380 - $353,351
-6,293 Closed
0 $0
Q1 2022

Apr 21, 2022
BUY
$51.36 - $58.82 $323,208 - $370,154
6,293 New
6,293 $339,000
Q1 2020

May 14, 2020
SELL
$27.12 - $41.81 $208,010 - $320,682
-7,670 Closed
0 $0
Q4 2019

Feb 12, 2020
SELL
$35.63 - $39.97 $14,715 - $16,507
-413 Reduced 5.11%
7,670 $306,000
Q3 2019

Nov 07, 2019
BUY
$36.53 - $37.33 $295,271 - $301,738
8,083 New
8,083 $297,000

Others Institutions Holding SPTM

# of Institutions
676
Shares Held
93.6M
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
More about SPTM
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