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

Destiny Wealth Partners, LLC

$596 Million
Q1 2025

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 7,943 shares of SPTM stock, worth $534,881. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,943

Previous 7,984 0.51%

Holding current value

$534,881

Previous $570,000 5.96%

% of portfolio

0.09%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$67.03 - $74.61 $2,748 - $3,059	-41 Reduced 0.51%	7,943 $536,000
Q3 2024 Oct 15, 2024	SELL	$63.28 - $70.06 $31,829 - $35,240	-503 Reduced 5.93%	7,984 $559,000
Q2 2024 Jul 25, 2024	SELL	$60.69 - $66.83 $30,041 - $33,080	-495 Reduced 5.51%	8,487 $563,000
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	$44.09 - $50.41 $48,807 - $55,803	1,107 Added 13.42%	9,353 $0
Q2 2022 Jul 15, 2022	SELL	$45.19 - $56.15 $10,303 - $12,802	-228 Reduced 2.69%	8,246 $383,000
Q3 2021 Oct 28, 2021	SELL	$52.32 - $55.93 $16,114 - $17,226	-308 Reduced 3.51%	8,474 $449,000
Q2 2021 Jul 27, 2021	SELL	$49.77 - $52.97 $17,419 - $18,539	-350 Reduced 3.83%	8,782 $465,000
Q1 2021 Apr 22, 2021	SELL	$45.48 - $49.44 $4,366 - $4,746	-96 Reduced 1.04%	9,132 $449,000
Q4 2020 Feb 05, 2021	BUY	$39.96 - $46.09 $368,750 - $425,318	9,228 New	9,228 $425,000

Others Institutions Holding SPTM

# of Institutions

693

Shares Held

90.5M

Call Options Held

3.9K

Put Options Held

3.2K

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About SPDR PORTFOLIO S&P 1500 COMPOS

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