Us Financial Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Us Financial Advisors, LLC

  • $320 Million
  • Q3 2024

A detailed history of Us Financial Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Us Financial Advisors, LLC holds 11,649 shares of SPTM stock, worth $852,939. This represents 0.26% of its overall portfolio holdings.

Number of Shares
11,649
Previous 11,757 0.92%
Holding current value
$852,939
Previous $780,000 4.62%
% of portfolio
0.26%
Previous 0.26%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$63.28 - $70.06 $6,834 - $7,566
-108 Reduced 0.92%
11,649 $816,000
Q2 2024

Aug 01, 2024
BUY
$60.69 - $66.83 $17,782 - $19,581
293 Added 2.56%
11,757 $780,000
Q1 2024

May 13, 2024
BUY
$57.38 - $64.15 $32,018 - $35,795
558 Added 5.12%
11,464 $735,000
Q4 2023

Feb 07, 2024
SELL
$50.31 - $58.65 $28,173 - $32,844
-560 Reduced 4.88%
10,906 $637,000
Q3 2023

Nov 09, 2023
SELL
$52.22 - $56.31 $53,421 - $57,605
-1,023 Reduced 8.19%
11,466 $601,000
Q2 2023

Aug 09, 2023
BUY
$49.75 - $54.44 $32,387 - $35,440
651 Added 5.5%
12,489 $679,000
Q1 2023

May 04, 2023
BUY
$46.97 - $51.65 $11,413 - $12,550
243 Added 2.1%
11,838 $596,000
Q4 2022

Jan 26, 2023
SELL
$44.09 - $50.41 $201,050 - $229,869
-4,560 Reduced 28.23%
11,595 $0
Q3 2022

Oct 13, 2022
BUY
$44.11 - $53.04 $308,990 - $371,545
7,005 Added 76.56%
16,155 $713,000
Q2 2022

Aug 15, 2022
SELL
$45.19 - $56.15 $6,823 - $8,478
-151 Reduced 1.62%
9,150 $425,000
Q1 2022

May 13, 2022
BUY
$51.36 - $58.82 $5,136 - $5,882
100 Added 1.09%
9,301 $517,000
Q4 2021

Feb 14, 2022
BUY
$52.99 - $58.74 $130,779 - $144,970
2,468 Added 36.66%
9,201 $538,000
Q3 2021

Oct 26, 2021
BUY
$52.32 - $55.93 $27,206 - $29,083
520 Added 8.37%
6,733 $357,000
Q2 2021

Aug 10, 2021
SELL
$49.77 - $52.97 $190,619 - $202,875
-3,830 Reduced 38.14%
6,213 $329,000
Q1 2021

Apr 30, 2021
BUY
$45.48 - $49.44 $215,029 - $233,752
4,728 Added 88.96%
10,043 $494,000
Q4 2020

Feb 18, 2021
BUY
$39.96 - $46.09 $212,387 - $244,968
5,315 New
5,315 $245,000

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

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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