Trademark Financial Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q4 2024

A detailed history of Trademark Financial Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Trademark Financial Management, LLC holds 3,690 shares of SPTM stock, worth $236,381. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,690
Previous 3,453 6.86%
Holding current value
$236,381
Previous $242 Million 8.97%
% of portfolio
0.21%
Previous 0.19%

Shares

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

Jan 30, 2025
BUY
$69.3 - $74.3 $16,424 - $17,609
237 Added 6.86%
3,690 $264 Million
Q3 2024

Oct 31, 2024
SELL
$63.28 - $70.06 $1,392 - $1,541
-22 Reduced 0.63%
3,453 $242 Million
Q2 2024

Jul 30, 2024
BUY
$60.69 - $66.83 $364 - $400
6 Added 0.17%
3,475 $231 Million
Q1 2024

May 07, 2024
BUY
$57.38 - $64.15 $199,051 - $222,536
3,469 New
3,469 $223 Million

Others Institutions Holding SPTM

# of Institutions
684
Shares Held
91.5M
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
  • Industry ETFs
More about SPTM
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