Truepoint, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Truepoint, Inc.

$3.66 Billion
Q4 2024

A detailed history of Truepoint, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Truepoint, Inc. holds 5,554 shares of SPTM stock, worth $382,948. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,554

Previous 5,677 2.17%

Holding current value

$382,948

Previous $397,000 0.25%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$69.3 - $74.3 $8,523 - $9,138	-123 Reduced 2.17%	5,554 $396,000
Q3 2024 Nov 12, 2024	BUY	$63.28 - $70.06 $11,770 - $13,031	186 Added 3.39%	5,677 $397,000
Q3 2023 Nov 09, 2023	SELL	$52.22 - $56.31 $731 - $788	-14 Reduced 0.25%	5,491 $288,000
Q2 2023 Aug 08, 2023	BUY	$49.75 - $54.44 $273,873 - $299,692	5,505 New	5,505 $299,000
Q1 2020 May 13, 2020	SELL	$27.12 - $41.81 $160,224 - $247,013	-5,908 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$35.63 - $39.97 $2,137 - $2,398	60 Added 1.03%	5,908 $235,000
Q3 2019 Nov 07, 2019	BUY	$36.53 - $37.33 $11,324 - $11,572	310 Added 5.6%	5,848 $215,000
Q2 2019 Aug 08, 2019	BUY	N/A	5,538 New	5,538 $202,000

Others Institutions Holding SPTM

# of Institutions

681

Shares Held

93.5M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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