Partnership Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Partnership Wealth Management, LLC

  • $120 Billion
  • Q4 2024

A detailed history of Partnership Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 4,853 shares of SPTM stock, worth $361,208. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,853
Previous 4,856 0.06%
Holding current value
$361,208
Previous $340 Million 1.9%
% of portfolio
0.29%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 08, 2025
SELL
$69.3 - $74.3 $207 - $222
-3 Reduced 0.06%
4,853 $347 Million
Q3 2024

Oct 08, 2024
BUY
$63.28 - $70.06 $18,984 - $21,018
300 Added 6.58%
4,856 $340 Million
Q2 2024

Jul 03, 2024
SELL
$60.69 - $66.83 $151,907 - $167,275
-2,503 Reduced 35.46%
4,556 $302 Million
Q1 2024

Apr 10, 2024
BUY
$57.38 - $64.15 $3,041 - $3,399
53 Added 0.76%
7,059 $453 Million
Q4 2023

Feb 07, 2024
BUY
$50.31 - $58.65 $352,471 - $410,901
7,006 New
7,006 $415 Million

Others Institutions Holding SPTM

# of Institutions
675
Shares Held
93.6M
Call Options Held
9K
Put Options Held
0
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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