Bip Wealth, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Bip Wealth, LLC

$1.47 Trillion
Q3 2024

A detailed history of Bip Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Bip Wealth, LLC holds 224,296 shares of SPTM stock, worth $16.2 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

224,296

Previous 196,053 14.41%

Holding current value

$16.2 Million

Previous $13 Billion 20.83%

% of portfolio

1.07%

Previous 1.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$63.28 - $70.06 $1.79 Million - $1.98 Million	28,243 Added 14.41%	224,296 $15.7 Billion
Q2 2024 Aug 08, 2024	SELL	$60.69 - $66.83 $2.54 Million - $2.8 Million	-41,892 Reduced 17.61%	196,053 $13 Billion
Q1 2024 May 08, 2024	SELL	$57.38 - $64.15 $595,833 - $666,133	-10,384 Reduced 4.18%	237,945 $15.3 Billion
Q4 2023 Feb 02, 2024	BUY	$50.31 - $58.65 $719,483 - $838,753	14,301 Added 6.11%	248,329 $14.5 Billion
Q3 2023 Nov 09, 2023	SELL	$52.22 - $56.31 $1.99 Million - $2.15 Million	-38,155 Reduced 14.02%	234,028 $12.3 Billion
Q2 2023 Jul 27, 2023	SELL	$49.75 - $54.44 $377,901 - $413,526	-7,596 Reduced 2.72%	272,183 $14.8 Billion
Q1 2023 May 10, 2023	BUY	$46.97 - $51.65 $13.1 Million - $14.5 Million	279,779 New	279,779 $14.1 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

Ticker SPTM
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