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

Ae Wealth Management LLC

  • $8.07 Billion
  • Q1 2024

A detailed history of Ae Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Ae Wealth Management LLC holds 41,342 shares of SPTM stock, worth $2.76 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
41,342
Previous 235,476 82.44%
Holding current value
$2.76 Million
Previous $13.8 Million 80.73%
% of portfolio
0.03%
Previous 0.08%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$57.38 - $64.15 $11.1 Million - $12.5 Million
-194,134 Reduced 82.44%
41,342 $2.65 Million
Q4 2023

Feb 14, 2024
SELL
$50.31 - $58.65 $14.6 Million - $17 Million
-289,732 Reduced 55.17%
235,476 $13.8 Million
Q3 2023

Oct 11, 2023
BUY
$52.22 - $56.31 $2.98 Million - $3.22 Million
57,158 Added 12.21%
525,208 $27.6 Million
Q2 2023

Jul 10, 2023
BUY
$49.75 - $54.44 $3.17 Million - $3.46 Million
63,648 Added 15.74%
468,050 $25.5 Million
Q1 2023

Apr 14, 2023
BUY
$46.97 - $51.65 $7.9 Million - $8.69 Million
168,247 Added 71.24%
404,402 $20.4 Million
Q4 2022

Jan 31, 2023
SELL
$46.29 - $50.41 $10.3 Million - $11.2 Million
-222,896 Reduced 48.56%
236,155 $11.2 Million
Q3 2022

Oct 25, 2022
SELL
N/A
-12,241 Reduced 2.6%
459,051 $20.2 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-148,308 Reduced 23.94%
471,292 $21.9 Million
Q1 2022

Apr 18, 2022
BUY
N/A
1,504 Added 0.24%
619,600 $34.4 Million
Q4 2021

Jan 20, 2022
BUY
N/A
95,269 Added 18.22%
618,096 $36.1 Million
Q3 2021

Nov 01, 2021
BUY
N/A
13,027 Added 2.56%
522,827 $27.7 Million
Q2 2021

Jul 21, 2021
BUY
N/A
103,304 Added 25.41%
509,800 $27 Million
Q1 2021

Apr 27, 2021
SELL
N/A
-18,542 Reduced 4.36%
406,496 $20 Million
Q4 2020

Feb 01, 2021
BUY
N/A
397,096 Added 1421.14%
425,038 $19.6 Million
Q3 2020

Nov 06, 2020
SELL
N/A
-91,491 Reduced 76.6%
27,942 $1.14 Million
Q2 2020

Aug 05, 2020
BUY
N/A
94,902 Added 386.87%
119,433 $4.51 Million
Q1 2020

May 07, 2020
SELL
N/A
-168,079 Reduced 87.26%
24,531 $772,000
Q4 2019

Jan 15, 2020
BUY
N/A
134,588 Added 231.96%
192,610 $7.68 Million
Q3 2019

Nov 05, 2019
BUY
N/A
51,947 Added 855.09%
58,022 $2.13 Million
Q2 2019

Jul 22, 2019
BUY
N/A
153 Added 2.58%
6,075 $221,000
Q1 2019

May 14, 2019
BUY
N/A
5,922 New
5,922 $208,000

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email