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

Truepoint, Inc.

$3.65 Billion
Q3 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 5,677 shares of SPTM stock, worth $415,669. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,677

Previous 5,491 3.39%

Holding current value

$415,669

Previous $364,000 9.07%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

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 Truepoint, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Truepoint, Inc. with notifications on news.

Account