Strategic Financial Planning, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Strategic Financial Planning, Inc.

  • $166 Million
  • Q3 2025

A detailed history of Strategic Financial Planning, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 33,304 shares of SPTM stock, worth $2.7 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
33,304
Previous 33,433 0.39%
Holding current value
$2.7 Million
Previous $2.5 Million 7.27%
% of portfolio
1.62%
Previous 1.62%

Shares

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

Nov 13, 2025
SELL
$74.93 - $80.73 $9,665 - $10,414
-129 Reduced 0.39%
33,304 $2.69 Million
Q2 2025

Aug 13, 2025
SELL
$60.34 - $74.89 $1,086 - $1,348
-18 Reduced 0.05%
33,433 $2.5 Million
Q1 2025

May 14, 2025
BUY
$67.03 - $74.61 $268 - $298
4 Added 0.01%
33,451 $2.28 Million
Q4 2024

Feb 13, 2025
SELL
$69.3 - $74.3 $900 - $965
-13 Reduced 0.04%
33,447 $2.39 Million
Q3 2024

Oct 25, 2024
SELL
$63.28 - $70.06 $151,998 - $168,284
-2,402 Reduced 6.7%
33,460 $2.34 Million
Q2 2024

Aug 09, 2024
BUY
$60.69 - $66.83 $121 - $133
2 Added 0.01%
35,862 $2.38 Million
Q1 2024

Apr 22, 2024
SELL
$57.38 - $64.15 $286 - $320
-5 Reduced 0.01%
35,860 $2.3 Million
Q4 2023

Feb 12, 2024
SELL
$50.31 - $58.65 $1,609 - $1,876
-32 Reduced 0.09%
35,865 $2.1 Million
Q3 2023

Nov 09, 2023
SELL
$52.22 - $56.31 $69,609 - $75,061
-1,333 Reduced 3.58%
35,897 $1.88 Million
Q2 2023

Aug 10, 2023
BUY
$49.75 - $54.44 $1,990 - $2,177
40 Added 0.11%
37,230 $2.03 Million
Q1 2023

May 10, 2023
BUY
$46.97 - $51.65 $93 - $103
2 Added 0.01%
37,190 $1.88 Million
Q4 2022

Feb 14, 2023
BUY
$44.09 - $50.41 $36,241 - $41,437
822 Added 2.26%
37,188 $1.76 Million
Q3 2022

Nov 14, 2022
SELL
$44.11 - $53.04 $140,887 - $169,409
-3,194 Reduced 8.07%
36,366 $1.6 Million
Q2 2022

Aug 03, 2022
BUY
$45.19 - $56.15 $55,538 - $69,008
1,229 Added 3.21%
39,560 $1.84 Million
Q1 2022

May 05, 2022
SELL
$51.36 - $58.82 $6,933 - $7,940
-135 Reduced 0.35%
38,331 $2.13 Million
Q4 2021

Feb 07, 2022
BUY
$52.99 - $58.74 $243,012 - $269,381
4,586 Added 13.54%
38,466 $2.25 Million
Q3 2021

Nov 09, 2021
BUY
$52.32 - $55.93 $366 - $391
7 Added 0.02%
33,880 $1.8 Million
Q2 2021

Aug 06, 2021
SELL
$49.77 - $52.97 $226,602 - $241,172
-4,553 Reduced 11.85%
33,873 $1.79 Million
Q1 2021

May 07, 2021
BUY
$45.48 - $49.44 $62,444 - $67,881
1,373 Added 3.71%
38,426 $1.89 Million
Q4 2020

Feb 11, 2021
BUY
$39.96 - $46.09 $119 - $138
3 Added 0.01%
37,053 $1.71 Million
Q3 2020

Nov 09, 2020
SELL
$37.97 - $43.65 $987 - $1,134
-26 Reduced 0.07%
37,050 $1.52 Million
Q2 2020

Aug 07, 2020
BUY
$29.99 - $39.74 $343,235 - $454,824
11,445 Added 44.65%
37,076 $1.4 Million
Q1 2020

Apr 21, 2020
BUY
$27.12 - $41.81 $695,112 - $1.07 Million
25,631 New
25,631 $806,000

Others Institutions Holding SPTM

# of Institutions
768
Shares Held
98.4M
Call Options Held
46.9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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