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

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 40,396 shares of SPTM stock, worth $2.93 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

40,396

Previous 40,839 1.08%

Holding current value

$2.93 Million

Previous $2.62 Million 2.33%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$60.69 - $66.83 $26,885 - $29,605	-443 Reduced 1.08%	40,396 $2.68 Million
Q1 2024 May 09, 2024	SELL	$57.38 - $64.15 $26,911 - $30,086	-469 Reduced 1.14%	40,839 $2.62 Million
Q4 2023 Feb 14, 2024	BUY	$50.31 - $58.65 $50 - $58	1 Added 0.0%	41,308 $2.41 Million
Q3 2023 Nov 13, 2023	BUY	$52.22 - $56.31 $104 - $112	2 Added 0.0%	41,307 $2.17 Million
Q2 2023 Aug 11, 2023	BUY	$49.75 - $54.44 $36,516 - $39,958	734 Added 1.81%	41,305 $2.25 Million
Q4 2022 Feb 13, 2023	BUY	$44.09 - $50.41 $233,588 - $267,072	5,298 Added 15.02%	40,571 $1.92 Million
Q3 2022 Nov 07, 2022	BUY	$44.11 - $53.04 $190,775 - $229,398	4,325 Added 13.98%	35,273 $1.56 Million
Q2 2022 Aug 12, 2022	BUY	$45.19 - $56.15 $1.1 Million - $1.37 Million	24,405 Added 372.99%	30,948 $1.44 Million
Q1 2022 May 10, 2022	SELL	$51.36 - $58.82 $2,465 - $2,823	-48 Reduced 0.73%	6,543 $364,000
Q4 2021 Feb 09, 2022	SELL	$52.99 - $58.74 $540,815 - $599,500	-10,206 Reduced 60.76%	6,591 $385,000
Q3 2021 Nov 10, 2021	BUY	$52.32 - $55.93 $494,685 - $528,818	9,455 Added 128.78%	16,797 $890,000
Q2 2021 Aug 06, 2021	BUY	$49.77 - $52.97 $39,467 - $42,005	793 Added 12.11%	7,342 $389,000
Q1 2021 Apr 30, 2021	SELL	$45.48 - $49.44 $159,771 - $173,682	-3,513 Reduced 34.91%	6,549 $322,000
Q4 2020 Feb 16, 2021	BUY	$39.96 - $46.09 $17,942 - $20,694	449 Added 4.67%	10,062 $464,000
Q3 2020 Nov 12, 2020	SELL	$37.97 - $43.65 $467,220 - $537,113	-12,305 Reduced 56.14%	9,613 $393,000
Q2 2020 Aug 03, 2020	SELL	$29.99 - $39.74 $913,405 - $1.21 Million	-30,457 Reduced 58.15%	21,918 $828,000
Q1 2020 May 07, 2020	BUY	$27.12 - $41.81 $1.42 Million - $2.19 Million	52,375 New	52,375 $1.65 Million

Others Institutions Holding SPTM

# of Institutions

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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