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

Mgb Wealth Management, LLC

$304 Billion
Q2 2025

A detailed history of Mgb Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 500 shares of SPTM stock, worth $40,515. This represents 0.01% of its overall portfolio holdings.

Number of Shares

500

Previous 1,885 73.47%

Holding current value

$40,515

Previous $128 Million 70.88%

% of portfolio

0.01%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$60.34 - $74.89 $83,570 - $103,722	-1,385 Reduced 73.47%	500 $37.3 Million
Q1 2025 May 09, 2025	BUY	$67.03 - $74.61 $2,413 - $2,685	36 Added 1.95%	1,885 $128 Million
Q4 2024 Jan 29, 2025	BUY	$69.3 - $74.3 $6,098 - $6,538	88 Added 5.0%	1,849 $132 Million
Q3 2024 Nov 12, 2024	BUY	$63.28 - $70.06 $11,643 - $12,891	184 Added 11.67%	1,761 $123 Million
Q2 2024 Aug 12, 2024	BUY	$60.69 - $66.83 $60 - $66	1 Added 0.06%	1,577 $107 Million
Q1 2024 May 06, 2024	BUY	$57.38 - $64.15 $5,164 - $5,773	90 Added 6.06%	1,576 $101 Million
Q4 2023 Apr 22, 2024	BUY	$50.31 - $58.65 $74,760 - $87,153	1,486 New	1,486 $86.9 Million

Others Institutions Holding SPTM

# of Institutions

724

Shares Held

95M

Call Options Held

24.2K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Mgb Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History