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

Bridgewealth Advisory Group, LLC

$204 Billion
Q1 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 166,133 shares of SPTM stock, worth $11.1 Million. This represents 5.22% of its overall portfolio holdings.

Number of Shares

166,133

Previous 175,578 5.38%

Holding current value

$11.1 Million

Previous $10.3 Billion 3.85%

% of portfolio

5.22%

Previous 7.86%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$46.29 - $50.41 $5.58 Million - $6.08 Million	120,620 New	120,620 $5.7 Billion

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.5M

Call Options Held

131K

Put Options Held

100

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

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.

Account

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