A detailed history of Bridgewealth Advisory Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 180,085 shares of SPTM stock, worth $12.6 Million. This represents 5.29% of its overall portfolio holdings.

Number of Shares
180,085
Previous 166,133 8.4%
Holding current value
$12.6 Million
Previous $10.7 Billion 12.12%
% of portfolio
5.29%
Previous 5.22%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$60.69 - $66.83 $846,746 - $932,412
13,952 Added 8.4%
180,085 $11.9 Billion
Q1 2024

Apr 18, 2024

SELL
$57.38 - $64.15 $541,954 - $605,896
-9,445 Reduced 5.38%
166,133 $10.7 Billion
Q4 2023

Feb 05, 2024

SELL
$50.31 - $58.65 $266,391 - $310,551
-5,295 Reduced 2.93%
175,578 $10.3 Billion
Q3 2023

Nov 09, 2023

BUY
$52.22 - $56.31 $777,764 - $838,681
14,894 Added 8.97%
180,873 $9.49 Billion
Q2 2023

Aug 14, 2023

BUY
$49.75 - $54.44 $2.16 Million - $2.36 Million
43,355 Added 35.36%
165,979 $9.04 Billion
Q1 2023

May 15, 2023

BUY
$46.97 - $51.65 $94,127 - $103,506
2,004 Added 1.66%
122,624 $6.18 Billion
Q4 2022

Feb 24, 2023

BUY
$44.09 - $50.41 $5.32 Million - $6.08 Million
120,620 New
120,620 $5.7 Billion

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Bridgewealth Advisory Group, LLC Portfolio

Follow Bridgewealth Advisory Group, 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 Bridgewealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bridgewealth Advisory Group, LLC with notifications on news.