Robertson Stephens Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 8,730 shares of SPTM stock, worth $639,210. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,730
Previous 8,730 -0.0%
Holding current value
$639,210
Previous $579,000 5.53%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$46.97 - $51.65 $4,697 - $5,165
-100 Reduced 1.13%
8,730 $440,000
Q4 2021

Feb 14, 2022
BUY
$52.99 - $58.74 $5,299 - $5,874
100 Added 1.15%
8,830 $516,000
Q1 2020

May 01, 2020
BUY
$27.12 - $41.81 $236,757 - $365,001
8,730 New
8,730 $275,000

Others Institutions Holding SPTM

# of Institutions
630
Shares Held
85M
Call Options Held
949K
Put Options Held
700
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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