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

Dogwood Wealth Management LLC

$190 Billion
Q1 2025

A detailed history of Dogwood Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 38,758 shares of SPTM stock, worth $2.78 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

38,758

Previous 45,545 14.9%

Holding current value

$2.78 Million

Previous $3.25 Billion 18.97%

% of portfolio

1.39%

Previous 1.72%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$67.03 - $74.61 $454,932 - $506,378	-6,787 Reduced 14.9%	38,758 $2.64 Billion
Q4 2024 Mar 04, 2025	BUY	$69.3 - $74.3 $190,436 - $204,176	2,748 Added 6.42%	45,545 $3.25 Billion
Q3 2024 Feb 28, 2025	SELL	$63.28 - $70.06 $9.63 Million - $10.7 Million	-152,201 Reduced 77.9%	43,168 $3.02 Billion
Q2 2024 Mar 04, 2025	SELL	$60.69 - $66.83 $22,515 - $24,793	-371 Reduced 0.86%	42,797 $2.84 Billion
Q1 2024 Feb 28, 2025	BUY	$57.38 - $64.15 $277,088 - $309,780	4,829 Added 2.53%	195,369 $12.5 Billion
Q4 2023 Feb 28, 2025	BUY	$50.31 - $58.65 $9.59 Million - $11.2 Million	190,540 New	190,540 $11.1 Billion

Others Institutions Holding SPTM

# of Institutions

701

Shares Held

92.5M

Call Options Held

8.6K

Put Options Held

4.1K

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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