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

Bip Wealth, LLC

  • $2.72 Billion
  • Q3 2025

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 268,457 shares of SPTM stock, worth $21.8 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
268,457
Previous 260,367 3.11%
Holding current value
$21.8 Million
Previous $19.5 Billion 99.89%
% of portfolio
0.8%
Previous 1.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$74.93 - $80.73 $606,183 - $653,105
8,090 Added 3.11%
268,457 $21.7 Million
Q2 2025

Jul 31, 2025
BUY
$60.34 - $74.89 $1.41 Million - $1.74 Million
23,285 Added 9.82%
260,367 $19.5 Billion
Q1 2025

May 02, 2025
BUY
$67.03 - $74.61 $1.24 Million - $1.38 Million
18,512 Added 8.47%
237,082 $16.1 Billion
Q4 2024

Feb 14, 2025
SELL
$69.3 - $74.3 $396,811 - $425,441
-5,726 Reduced 2.55%
218,570 $15.6 Billion
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
760
Shares Held
98.3M
Call Options Held
46.9K
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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