True Private Wealth Advisors Spdr Portfolio S&P 1500 Compos Transaction History

True Private Wealth Advisors

$779 Million
Q4 2024

A detailed history of True Private Wealth Advisors transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, True Private Wealth Advisors holds 3,505 shares of SPTM stock, worth $241,669. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,505

Previous 3,501 0.11%

Holding current value

$241,669

Previous $245,000 2.04%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$69.3 - $74.3 $277 - $297	4 Added 0.11%	3,505 $250,000
Q3 2024 Nov 14, 2024	SELL	$63.28 - $70.06 $10,694 - $11,840	-169 Reduced 4.6%	3,501 $245,000
Q2 2024 Jul 16, 2024	SELL	$60.69 - $66.83 $24,458 - $26,932	-403 Reduced 9.89%	3,670 $243,000
Q1 2024 Apr 25, 2024	SELL	$57.38 - $64.15 $147,007 - $164,352	-2,562 Reduced 38.61%	4,073 $261,000
Q4 2023 Jan 30, 2024	SELL	$50.31 - $58.65 $26,513 - $30,908	-527 Reduced 7.36%	6,635 $387,000
Q3 2023 Nov 13, 2023	BUY	$52.22 - $56.31 $373,999 - $403,292	7,162 New	7,162 $375,000
Q1 2021 May 12, 2021	SELL	$45.48 - $49.44 $59,851 - $65,063	-1,316 Closed	0 $0
Q4 2020 Jan 11, 2021	BUY	$39.96 - $46.09 $239 - $276	6 Added 0.46%	1,316 $60,000
Q3 2020 Oct 09, 2020	BUY	$37.97 - $43.65 $151 - $174	4 Added 0.31%	1,310 $53,000
Q2 2020 Jul 07, 2020	BUY	$29.99 - $39.74 $179 - $238	6 Added 0.46%	1,306 $49,000
Q1 2020 Apr 20, 2020	BUY	$27.12 - $41.81 $244 - $376	9 Added 0.7%	1,300 $40,000
Q4 2019 Jan 27, 2020	BUY	$35.63 - $39.97 $45,998 - $51,601	1,291 New	1,291 $51,000
Q3 2019 Oct 09, 2019	SELL	$36.53 - $37.33 $46,721 - $47,745	-1,279 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	N/A	1,279 New	1,279 $46,000
Q4 2018 Jan 14, 2019	SELL	N/A	-1,262 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	N/A	1,262 New	1,262 $0

Others Institutions Holding SPTM

# of Institutions

681

Shares Held

93.5M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.

Account

True Private Wealth Advisors Spdr Portfolio S&P 1500 Compos Transaction History