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 26,689 shares of SPTM stock, worth $1.91 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
26,689
Previous 32,645 18.24%
Holding current value
$1.91 Million
Previous $2.17 Million 13.67%
% of portfolio
0.96%
Previous 1.29%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$63.28 - $70.06 $376,895 - $417,277
-5,956 Reduced 18.24%
26,689 $1.87 Million
Q2 2024

Aug 13, 2024

BUY
$60.69 - $66.83 $442,612 - $487,391
7,293 Added 28.77%
32,645 $2.17 Million
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
$44.09 - $50.41 $113,487 - $129,755
2,574 Added 12.18%
23,712 $1.12 Million
Q3 2022

Nov 10, 2022

SELL
$44.11 - $53.04 $19,099 - $22,966
-433 Reduced 2.01%
21,138 $932,000
Q2 2022

Aug 15, 2022

SELL
$45.19 - $56.15 $84,234 - $104,663
-1,864 Reduced 7.95%
21,571 $1 Million
Q1 2022

May 10, 2022

BUY
$51.36 - $58.82 $1.2 Million - $1.38 Million
23,435 New
23,435 $1.3 Million

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


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

Track Cahill Wealth Management, LLC Portfolio

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

News

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