Gps Wealth Strategies Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Gps Wealth Strategies Group, LLC

$612 Million
Q1 2024

A detailed history of Gps Wealth Strategies Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 7,370 shares of SPTM stock, worth $494,895. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,370

Previous 9,525 22.62%

Holding current value

$494,895

Previous $556,000 15.11%

% of portfolio

0.08%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$57.38 - $64.15 $123,653 - $138,243	-2,155 Reduced 22.62%	7,370 $472,000
Q4 2023 Jan 12, 2024	SELL	$50.31 - $58.65 $201,189 - $234,541	-3,999 Reduced 29.57%	9,525 $556,000
Q3 2023 Oct 25, 2023	SELL	$52.22 - $56.31 $338,020 - $364,494	-6,473 Reduced 32.37%	13,524 $709,000
Q2 2023 Jul 17, 2023	SELL	$49.75 - $54.44 $736,349 - $805,766	-14,801 Reduced 42.53%	19,997 $1.09 Million
Q1 2023 Apr 17, 2023	BUY	$46.97 - $51.65 $115,170 - $126,645	2,452 Added 7.58%	34,798 $1.75 Million

Q4 2022 Jan 27, 2023	BUY	$46.29 - $50.41 $181,688 - $197,859	3,925 Added 13.81%	32,346 $0
Q3 2022 Oct 17, 2022	BUY	N/A	5,825 Added 25.78%	28,421 $1.25 Million
Q2 2022 Jul 19, 2022	BUY	N/A	22,596 New	22,596 $1.05 Million

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.5M

Call Options Held

131K

Put Options Held

100

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Gps Wealth Strategies Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History