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

Iag Wealth Partners, LLC

  • $544 Million
  • Q4 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 166,176 shares of SPTM stock, worth $11.4 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
166,176
Previous 174,050 4.52%
Holding current value
$11.4 Million
Previous $12.2 Million 2.66%
% of portfolio
2.18%
Previous 2.28%

Shares

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

Feb 10, 2025
SELL
$69.3 - $74.3 $545,668 - $585,038
-7,874 Reduced 4.52%
166,176 $11.9 Million
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
679
Shares Held
93.5M
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
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