Fourth Dimension Wealth, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Fourth Dimension Wealth, LLC

  • $207 Billion
  • Q1 2025

A detailed history of Fourth Dimension Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 150,871 shares of SPTM stock, worth $11.7 Million. This represents 4.96% of its overall portfolio holdings.

Number of Shares
150,871
Previous 172,587 12.58%
Holding current value
$11.7 Million
Previous $12.3 Billion 16.88%
% of portfolio
4.96%
Previous 6.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$67.03 - $74.61 $1.46 Million - $1.62 Million
-21,716 Reduced 12.58%
150,871 $10.3 Billion
Q4 2024

Feb 18, 2025
BUY
$69.3 - $74.3 $12 Million - $12.8 Million
172,587 New
172,587 $12.3 Billion

Others Institutions Holding SPTM

# of Institutions
711
Shares Held
93.9M
Call Options Held
8.6K
Put Options Held
4.1K
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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