Iag Wealth Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 174,050 shares of SPTM stock, worth $12.7 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares

174,050

Previous 183,714 5.26%

Holding current value

$12.7 Million

Previous $12.2 Million 0.03%

% of portfolio

2.28%

Previous 2.47%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$63.28 - $70.06 $611,537 - $677,059	-9,664 Reduced 5.26%	174,050 $12.2 Million
Q2 2024 Jul 16, 2024	SELL	$60.69 - $66.83 $315,588 - $347,516	-5,200 Reduced 2.75%	183,714 $12.2 Million
Q1 2024 Apr 24, 2024	SELL	$57.38 - $64.15 $395,864 - $442,570	-6,899 Reduced 3.52%	188,914 $12.1 Million
Q4 2023 Feb 02, 2024	SELL	$50.31 - $58.65 $197,164 - $229,849	-3,919 Reduced 1.96%	195,813 $11.4 Million
Q3 2023 Oct 24, 2023	SELL	$52.22 - $56.31 $468,100 - $504,762	-8,964 Reduced 4.3%	199,732 $10.5 Million
Q2 2023 Aug 10, 2023	BUY	$49.75 - $54.44 $83,032 - $90,860	1,669 Added 0.81%	208,696 $11.4 Million
Q1 2023 Apr 25, 2023	BUY	$46.97 - $51.65 $110,990 - $122,048	2,363 Added 1.15%	207,027 $10.4 Million
Q4 2022 Feb 08, 2023	BUY	$44.09 - $50.41 $343,990 - $393,298	7,802 Added 3.96%	204,664 $9.68 Million
Q3 2022 Oct 26, 2022	BUY	$44.11 - $53.04 $998,253 - $1.2 Million	22,631 Added 12.99%	196,862 $8.68 Million
Q2 2022 Aug 03, 2022	BUY	$45.19 - $56.15 $272,766 - $338,921	6,036 Added 3.59%	174,231 $8.1 Million
Q1 2022 May 04, 2022	SELL	$51.36 - $58.82 $318,740 - $365,036	-6,206 Reduced 3.56%	168,195 $9.35 Million
Q4 2021 Feb 14, 2022	SELL	$52.99 - $58.74 $650,028 - $720,563	-12,267 Reduced 6.57%	174,401 $10.2 Million
Q3 2021 Nov 04, 2021	SELL	$52.32 - $55.93 $990,051 - $1.06 Million	-18,923 Reduced 9.2%	186,668 $9.89 Million
Q2 2021 Aug 04, 2021	SELL	$49.77 - $52.97 $1.18 Million - $1.25 Million	-23,659 Reduced 10.32%	205,591 $10.9 Million
Q1 2021 Apr 29, 2021	SELL	$45.48 - $49.44 $1.85 Million - $2.01 Million	-40,645 Reduced 15.06%	229,250 $11.3 Million
Q4 2020 Feb 11, 2021	SELL	$39.96 - $46.09 $1.61 Million - $1.86 Million	-40,321 Reduced 13.0%	269,895 $12.4 Million
Q3 2020 Feb 11, 2021	SELL	$37.97 - $43.65 $3.04 Million - $3.5 Million	-80,077 Reduced 20.52%	310,216 $12.7 Million
Q2 2020 Feb 11, 2021	BUY	$29.99 - $39.74 $4.85 Million - $6.42 Million	161,633 Added 70.69%	390,293 $14.7 Million
Q1 2020 Feb 11, 2021	BUY	$27.12 - $41.81 $6.02 Million - $9.29 Million	222,143 Added 3408.67%	228,660 $7.19 Million
Q4 2019 Feb 11, 2021	BUY	$35.63 - $39.97 $232,200 - $260,484	6,517 New	6,517 $260,000

Others Institutions Holding SPTM

# of Institutions

633

Shares Held

84.9M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Iag Wealth Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History