Spectrum Planning & Advisory Services Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Spectrum Planning & Advisory Services Inc.

  • $113 Million
  • Q4 2024

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 85,402 shares of SPTM stock, worth $5.88 Million. This represents 5.4% of its overall portfolio holdings.

Number of Shares
85,402
Holding current value
$5.88 Million
% of portfolio
5.4%

Shares

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

Jan 22, 2025
BUY
$69.3 - $74.3 $5.92 Million - $6.35 Million
85,402 New
85,402 $6.1 Million
Q4 2023

Jan 18, 2024
BUY
$50.31 - $58.65 $7,647 - $8,914
152 Added 0.94%
16,366 $956,000
Q3 2023

Oct 24, 2023
SELL
$52.22 - $56.31 $522 - $563
-10 Reduced 0.06%
16,214 $851,000
Q2 2023

Jul 24, 2023
SELL
$49.75 - $54.44 $15,074 - $16,495
-303 Reduced 1.83%
16,224 $883,000
Q1 2023

Apr 18, 2023
SELL
$46.97 - $51.65 $205,493 - $225,968
-4,375 Reduced 20.93%
16,527 $833,000
Q4 2022

Jan 19, 2023
SELL
$44.09 - $50.41 $18,650 - $21,323
-423 Reduced 1.98%
20,902 $0
Q3 2022

Oct 17, 2022
SELL
$44.11 - $53.04 $54,740 - $65,822
-1,241 Reduced 5.5%
21,325 $941,000
Q2 2022

Jul 15, 2022
SELL
$45.19 - $56.15 $50,115 - $62,270
-1,109 Reduced 4.68%
22,566 $1.05 Million
Q1 2022

Apr 18, 2022
SELL
$51.36 - $58.82 $20,852 - $23,880
-406 Reduced 1.69%
23,675 $1.32 Million
Q4 2021

Jan 19, 2022
SELL
$52.99 - $58.74 $11,074 - $12,276
-209 Reduced 0.86%
24,081 $1.41 Million
Q3 2021

Oct 13, 2021
SELL
$52.32 - $55.93 $107,151 - $114,544
-2,048 Reduced 7.78%
24,290 $1.29 Million
Q2 2021

Jul 19, 2021
SELL
$49.77 - $52.97 $35,436 - $37,714
-712 Reduced 2.63%
26,338 $1.4 Million
Q1 2021

Apr 27, 2021
SELL
$45.48 - $49.44 $330,503 - $359,280
-7,267 Reduced 21.18%
27,050 $1.33 Million
Q4 2020

Feb 02, 2021
BUY
$39.96 - $46.09 $1.37 Million - $1.58 Million
34,317 New
34,317 $1.58 Million

Others Institutions Holding SPTM

# of Institutions
679
Shares Held
93.5M
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
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