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

Cahill Wealth Management, LLC

$172 Million
Q1 2024

A detailed history of Cahill Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Cahill Wealth Management, LLC holds 25,352 shares of SPTM stock, worth $1.7 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

25,352

Previous 23,140 9.56%

Holding current value

$1.7 Million

Previous $1.35 Million 20.27%

% of portfolio

0.95%

Previous 0.91%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$57.38 - $64.15 $126,924 - $141,899	2,212 Added 9.56%	25,352 $1.63 Million
Q4 2023 Jan 29, 2024	SELL	$50.31 - $58.65 $20,576 - $23,987	-409 Reduced 1.74%	23,140 $1.35 Million
Q3 2023 Oct 31, 2023	SELL	$52.22 - $56.31 $9,086 - $9,797	-174 Reduced 0.73%	23,549 $1.24 Million
Q2 2023 Aug 11, 2023	BUY	$49.75 - $54.44 $248 - $272	5 Added 0.02%	23,723 $1.29 Million
Q1 2023 May 08, 2023	BUY	$46.97 - $51.65 $281 - $309	6 Added 0.03%	23,718 $1.2 Million

Q4 2022 Feb 14, 2023	BUY	$46.29 - $50.41 $119,150 - $129,755	2,574 Added 12.18%	23,712 $1.12 Million
Q3 2022 Nov 10, 2022	SELL	N/A	-433 Reduced 2.01%	21,138 $932,000
Q2 2022 Aug 15, 2022	SELL	N/A	-1,864 Reduced 7.95%	21,571 $1 Million
Q1 2022 May 10, 2022	BUY	N/A	23,435 New	23,435 $1.3 Million

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 Cahill Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cahill Wealth Management, LLC with notifications on news.

Account

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