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

Echo Wealth Management, LLC

  • $128 Million
  • Q4 2024

A detailed history of Echo Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Echo Wealth Management, LLC holds 17,750 shares of SPTM stock, worth $1.2 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
17,750
Previous 17,628 0.69%
Holding current value
$1.2 Million
Previous $1.24 Million 2.59%
% of portfolio
0.99%
Previous 0.97%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$69.3 - $74.3 $8,454 - $9,064
122 Added 0.69%
17,750 $1.27 Million
Q3 2024

Oct 18, 2024
SELL
$63.28 - $70.06 $337,978 - $374,190
-5,341 Reduced 23.25%
17,628 $1.24 Million
Q2 2024

Jul 17, 2024
SELL
$60.69 - $66.83 $19,117 - $21,051
-315 Reduced 1.35%
22,969 $1.52 Million
Q1 2024

Apr 22, 2024
BUY
$57.38 - $64.15 $34,485 - $38,554
601 Added 2.65%
23,284 $1.49 Million
Q4 2023

Jan 17, 2024
SELL
$50.31 - $58.65 $261,461 - $304,804
-5,197 Reduced 18.64%
22,683 $1.33 Million
Q3 2023

Oct 20, 2023
SELL
$52.22 - $56.31 $66,737 - $71,964
-1,278 Reduced 4.38%
27,880 $1.46 Million
Q2 2023

Jul 31, 2023
BUY
$49.75 - $54.44 $38,606 - $42,245
776 Added 2.73%
29,158 $1.59 Million
Q1 2023

Apr 28, 2023
SELL
$46.97 - $51.65 $36,307 - $39,925
-773 Reduced 2.65%
28,382 $1.43 Million
Q4 2022

Jan 30, 2023
BUY
$44.09 - $50.41 $116,529 - $133,233
2,643 Added 9.97%
29,155 $1.38 Million
Q3 2022

Nov 14, 2022
BUY
$44.11 - $53.04 $219,359 - $263,767
4,973 Added 23.09%
26,512 $1.24 Million
Q2 2022

Jul 29, 2022
BUY
$45.19 - $56.15 $423,656 - $526,406
9,375 Added 77.07%
21,539 $1.03 Million
Q1 2022

May 16, 2022
BUY
$51.36 - $58.82 $54,287 - $62,172
1,057 Added 9.52%
12,164 $656,000
Q4 2021

Jan 18, 2022
BUY
$52.99 - $58.74 $38,841 - $43,056
733 Added 7.07%
11,107 $637,000
Q3 2021

Oct 22, 2021
BUY
$52.32 - $55.93 $15,696 - $16,779
300 Added 2.98%
10,374 $560,000
Q2 2021

Jul 14, 2021
SELL
$49.77 - $52.97 $5,126 - $5,455
-103 Reduced 1.01%
10,074 $536,000
Q1 2021

Apr 07, 2021
BUY
$45.48 - $49.44 $462,849 - $503,150
10,177 New
10,177 $501,000

Others Institutions Holding SPTM

# of Institutions
681
Shares Held
93.9M
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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