Badgley Phelps Wealth Managers, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.07 Billion
  • Q1 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 7,110 shares of SPTM stock, worth $478,787. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,110
Previous 7,100 0.14%
Holding current value
$478,787
Previous $507,000 4.73%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$67.03 - $74.61 $670 - $746
10 Added 0.14%
7,110 $483,000
Q4 2024

Feb 10, 2025
BUY
$69.3 - $74.3 $492,030 - $527,530
7,100 New
7,100 $507,000
Q3 2022

Nov 09, 2022
BUY
$44.11 - $53.04 $11.6 Million - $14 Million
263,723 New
263,723 $11.6 Million
Q1 2022

May 09, 2022
SELL
$51.36 - $58.82 $431,424 - $494,088
-8,400 Closed
0 $0
Q3 2021

Nov 29, 2021
BUY
$52.32 - $55.93 $439,488 - $469,812
8,400 New
8,400 $445,000

Others Institutions Holding SPTM

# of Institutions
687
Shares Held
89.7M
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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