Wrenne Financial Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History

Wrenne Financial Planning LLC

  • $168 Billion
  • Q3 2024

A detailed history of Wrenne Financial Planning LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 25,750 shares of SPTM stock, worth $1.88 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
25,750
Previous 25,010 2.96%
Holding current value
$1.88 Million
Previous $1.66 Billion 8.71%
% of portfolio
1.07%
Previous 1.14%

Shares

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

Nov 12, 2024
BUY
$63.28 - $70.06 $46,827 - $51,844
740 Added 2.96%
25,750 $1.8 Billion
Q2 2024

Aug 07, 2024
SELL
$60.69 - $66.83 $21,605 - $23,791
-356 Reduced 1.4%
25,010 $1.66 Billion
Q1 2024

May 13, 2024
BUY
$57.38 - $64.15 $1.46 Million - $1.63 Million
25,366 New
25,366 $1.63 Billion
Q4 2023

Jul 11, 2024
BUY
$50.31 - $58.65 $100,167 - $116,772
1,991 Added 7.85%
27,357 $1.6 Billion

Others Institutions Holding SPTM

# of Institutions
629
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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