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

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024

A detailed history of Dogwood Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 43,168 shares of SPTM stock, worth $3.12 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
43,168
Previous 195,369 77.9%
Holding current value
$3.12 Million
Previous $12.5 Billion 75.87%
% of portfolio
1.74%
Previous 8.47%

Shares

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

Feb 28, 2025
SELL
$63.28 - $70.06 $9.63 Million - $10.7 Million
-152,201 Reduced 77.9%
43,168 $3.02 Billion
Q1 2024

Feb 28, 2025
BUY
$57.38 - $64.15 $277,088 - $309,780
4,829 Added 2.53%
195,369 $12.5 Billion
Q4 2023

Feb 28, 2025
BUY
$50.31 - $58.65 $9.59 Million - $11.2 Million
190,540 New
190,540 $11.1 Billion

Others Institutions Holding SPTM

# of Institutions
676
Shares Held
93.6M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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