Bernardo Wealth Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History

Bernardo Wealth Planning LLC

  • $461 Million
  • Q2 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 15,112 shares of SPTM stock, worth $1.22 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
15,112
Previous 14,448 4.6%
Holding current value
$1.22 Million
Previous $983,000 15.16%
% of portfolio
0.25%
Previous 0.24%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$60.34 - $74.89 $40,065 - $49,726
664 Added 4.6%
15,112 $1.13 Million
Q1 2025

Apr 22, 2025
BUY
$67.03 - $74.61 $67 - $74
1 Added 0.01%
14,448 $982,000
Q4 2024

Jan 16, 2025
BUY
$69.3 - $74.3 $1,801 - $1,931
26 Added 0.18%
14,447 $1.03 Million
Q3 2024

Oct 18, 2024
SELL
$63.28 - $70.06 $17,844 - $19,756
-282 Reduced 1.92%
14,421 $1.03 Million
Q2 2024

Jul 10, 2024
BUY
$60.69 - $66.83 $1,942 - $2,138
32 Added 0.22%
14,703 $975,000
Q1 2024

May 07, 2024
BUY
$57.38 - $64.15 $8,836 - $9,879
154 Added 1.06%
14,671 $941,000
Q4 2023

Jan 25, 2024
SELL
$50.31 - $58.65 $10,716 - $12,492
-213 Reduced 1.45%
14,517 $848,000
Q2 2023

Jul 21, 2023
SELL
$49.75 - $54.44 $24,377 - $26,675
-490 Reduced 3.22%
14,730 $801,000
Q4 2022

Jan 30, 2023
SELL
$44.09 - $50.41 $17,327 - $19,811
-393 Reduced 2.52%
15,220 $719,000
Q3 2022

Oct 24, 2022
SELL
$44.11 - $53.04 $63,915 - $76,854
-1,449 Reduced 8.49%
15,613 $721,000
Q2 2022

Jul 29, 2022
SELL
$45.19 - $56.15 $1,807 - $2,246
-40 Reduced 0.23%
17,062 $793,000
Q1 2022

May 06, 2022
SELL
$51.36 - $58.82 $19,927 - $22,822
-388 Reduced 2.22%
17,102 $950,000
Q4 2021

Jan 27, 2022
BUY
$52.99 - $58.74 $4,027 - $4,464
76 Added 0.44%
17,490 $1.02 Million
Q3 2021

Oct 15, 2021
SELL
$52.32 - $55.93 $10,307 - $11,018
-197 Reduced 1.12%
17,414 $922,000
Q2 2021

Jul 30, 2021
BUY
$49.77 - $52.97 $1,891 - $2,012
38 Added 0.22%
17,611 $932,000
Q1 2021

Apr 23, 2021
SELL
$45.48 - $49.44 $33,473 - $36,387
-736 Reduced 4.02%
17,573 $864,000
Q4 2020

Feb 01, 2021
SELL
$39.96 - $46.09 $14,825 - $17,099
-371 Reduced 1.99%
18,309 $843,000
Q3 2020

Oct 23, 2020
SELL
$37.97 - $43.65 $31,515 - $36,229
-830 Reduced 4.25%
18,680 $763,000
Q2 2020

Aug 03, 2020
SELL
$29.99 - $39.74 $735,444 - $974,544
-24,523 Reduced 55.69%
19,510 $737,000
Q1 2020

May 01, 2020
SELL
$27.12 - $41.81 $2.61 Million - $4.03 Million
-96,314 Reduced 68.63%
44,033 $1.38 Million
Q4 2019

Feb 10, 2020
BUY
$35.63 - $39.97 $884,657 - $992,415
24,829 Added 21.49%
140,347 $5.59 Million
Q3 2019

Nov 04, 2019
BUY
$36.53 - $37.33 $3.86 Million - $3.95 Million
105,794 Added 1087.97%
115,518 $4.24 Million
Q2 2019

Aug 13, 2019
BUY
N/A
9,724 New
9,724 $355,000

Others Institutions Holding SPTM

# of Institutions
727
Shares Held
94.7M
Call Options Held
24.2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
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