Destiny Wealth Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Destiny Wealth Partners, LLC

$547 Million
Q1 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 8,982 shares of SPTM stock, worth $603,141. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,982

Previous 9,010 0.31%

Holding current value

$603,141

Previous $526,000 9.51%

% of portfolio

0.11%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 09, 2024	SELL	$57.38 - $64.15 $1,606 - $1,796	-28 Reduced 0.31%	8,982 $576,000
Q4 2023 Jan 19, 2024	SELL	$50.31 - $58.65 $2,867 - $3,343	-57 Reduced 0.63%	9,010 $526,000
Q3 2023 Oct 10, 2023	SELL	$52.22 - $56.31 $10,130 - $10,924	-194 Reduced 2.09%	9,067 $475,000
Q2 2023 Jul 26, 2023	SELL	$49.75 - $54.44 $4,577 - $5,008	-92 Reduced 0.98%	9,261 $504,000
Q4 2022 Jan 26, 2023	BUY	$46.29 - $50.41 $51,243 - $55,803	1,107 Added 13.42%	9,353 $0

Q2 2022 Jul 15, 2022	SELL	N/A	-228 Reduced 2.69%	8,246 $383,000
Q3 2021 Oct 28, 2021	SELL	N/A	-308 Reduced 3.51%	8,474 $449,000
Q2 2021 Jul 27, 2021	SELL	N/A	-350 Reduced 3.83%	8,782 $465,000
Q1 2021 Apr 22, 2021	SELL	N/A	-96 Reduced 1.04%	9,132 $449,000
Q4 2020 Feb 05, 2021	BUY	N/A	9,228 New	9,228 $425,000

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

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Destiny Wealth Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History