Vertex Planning Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 11,836 shares of SPTM stock, worth $869,472. This represents 0.19% of its overall portfolio holdings.

Number of Shares

11,836

Previous 10,902 8.57%

Holding current value

$869,472

Previous $764 Million 10.69%

% of portfolio

0.19%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$69.3 - $74.3 $64,726 - $69,396	934 Added 8.57%	11,836 $845 Million
Q3 2024 Nov 07, 2024	BUY	$63.28 - $70.06 $15,566 - $17,234	246 Added 2.31%	10,902 $764 Million
Q2 2024 Aug 13, 2024	SELL	$60.69 - $66.83 $20,513 - $22,588	-338 Reduced 3.07%	10,656 $707 Million
Q1 2024 May 13, 2024	BUY	$57.38 - $64.15 $58,240 - $65,112	1,015 Added 10.17%	10,994 $705 Million
Q4 2023 Feb 14, 2024	BUY	$50.31 - $58.65 $147,156 - $171,551	2,925 Added 41.47%	9,979 $583 Million
Q3 2023 Nov 14, 2023	BUY	$52.22 - $56.31 $22,559 - $24,325	432 Added 6.52%	7,054 $370 Million
Q2 2023 Aug 14, 2023	BUY	$49.75 - $54.44 $10,994 - $12,031	221 Added 3.45%	6,622 $361 Million
Q1 2023 May 16, 2023	SELL	$46.97 - $51.65 $110,520 - $121,532	-2,353 Reduced 26.88%	6,401 $323 Million
Q4 2022 Feb 06, 2023	BUY	$44.09 - $50.41 $385,963 - $441,289	8,754 New	8,754 $414 Million

Others Institutions Holding SPTM

# of Institutions

670

Shares Held

92.6M

Call Options Held

11.9K

Put Options Held

700

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Vertex Planning Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History