Bridgewealth Advisory Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Bridgewealth Advisory Group, LLC

$275 Billion
Q3 2024

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 193,354 shares of SPTM stock, worth $14.1 Million. This represents 4.92% of its overall portfolio holdings.

Number of Shares

193,354

Previous 180,085 7.37%

Holding current value

$14.1 Million

Previous $11.9 Billion 13.37%

% of portfolio

4.92%

Previous 5.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$63.28 - $70.06 $839,662 - $929,626	13,269 Added 7.37%	193,354 $13.5 Billion
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

# of Institutions

629

Shares Held

85.1M

Call Options Held

949K

Put Options Held

700

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Bridgewealth Advisory Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History