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

Echo Wealth Management, LLC

$131 Million
Q1 2025

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 9,068 shares of SPTM stock, worth $606,286. This represents 0.47% of its overall portfolio holdings.

Number of Shares

9,068

Previous 17,750 48.91%

Holding current value

$606,286

Previous $1.27 Million 51.38%

% of portfolio

0.47%

Previous 0.99%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$67.03 - $74.61 $581,954 - $647,764	-8,682 Reduced 48.91%	9,068 $616,000
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

680

Shares Held

91.6M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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