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

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Iht Wealth Management, LLC holds 108,662 shares of SPTM stock, worth $8.05 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
108,662
Previous 104,380 4.1%
Holding current value
$8.05 Million
Previous $6.93 Million 9.92%
% of portfolio
0.22%
Previous 0.26%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$63.28 - $70.06 $270,964 - $299,996
4,282 Added 4.1%
108,662 $7.61 Million
Q2 2024

Aug 14, 2024
SELL
$60.69 - $66.83 $507,429 - $558,765
-8,361 Reduced 7.42%
104,380 $6.93 Million
Q1 2024

May 15, 2024
SELL
$57.38 - $64.15 $371,076 - $414,858
-6,467 Reduced 5.42%
112,741 $7.23 Million
Q4 2023

Feb 14, 2024
SELL
$50.31 - $58.65 $6,238 - $7,272
-124 Reduced 0.1%
119,208 $6.97 Million
Q3 2023

Nov 14, 2023
BUY
$52.22 - $56.31 $455,253 - $490,910
8,718 Added 7.88%
119,332 $6.26 Million
Q2 2023

Aug 14, 2023
BUY
$49.75 - $54.44 $424,616 - $464,645
8,535 Added 8.36%
110,614 $6.02 Million
Q1 2023

May 15, 2023
BUY
$46.97 - $51.65 $819,485 - $901,137
17,447 Added 20.62%
102,079 $5.15 Million
Q4 2022

Feb 14, 2023
BUY
$44.09 - $50.41 $21,868 - $25,003
496 Added 0.59%
84,632 $4 Million
Q3 2022

Nov 22, 2022
BUY
$44.11 - $53.04 $86,940 - $104,541
1,971 Added 2.4%
84,136 $3.71 Million
Q2 2022

Aug 15, 2022
BUY
$45.19 - $56.15 $2.93 Million - $3.64 Million
64,815 Added 373.57%
82,165 $3.82 Million
Q1 2022

May 16, 2022
SELL
$51.36 - $58.82 $721,608 - $826,421
-14,050 Reduced 44.75%
17,350 $964,000
Q4 2021

Feb 14, 2022
BUY
$52.99 - $58.74 $679,278 - $752,988
12,819 Added 68.99%
31,400 $1.84 Million
Q3 2021

Nov 15, 2021
SELL
$52.32 - $55.93 $41,123 - $43,960
-786 Reduced 4.06%
18,581 $985,000
Q2 2021

Aug 16, 2021
SELL
$49.77 - $52.97 $528,159 - $562,117
-10,612 Reduced 35.4%
19,367 $1.03 Million
Q1 2021

May 18, 2021
SELL
$45.48 - $49.44 $483,816 - $525,942
-10,638 Reduced 26.19%
29,979 $1.48 Million
Q4 2020

Feb 17, 2021
SELL
$39.96 - $46.09 $32,287 - $37,240
-808 Reduced 1.95%
40,617 $1.87 Million
Q3 2020

Nov 19, 2020
BUY
$37.97 - $43.65 $119,757 - $137,672
3,154 Added 8.24%
41,425 $1.69 Million
Q2 2020

Aug 14, 2020
BUY
$29.99 - $39.74 $666,077 - $882,625
22,210 Added 138.29%
38,271 $1.45 Million
Q1 2020

May 13, 2020
BUY
$27.12 - $41.81 $435,574 - $671,510
16,061 New
16,061 $505,000
Q2 2018

Aug 13, 2018
SELL
N/A
-2,700 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-114 Reduced 4.05%
2,700 $87,000
Q4 2017

Feb 14, 2018
BUY
N/A
2,345 Added 500.0%
2,814 $96,000
Q3 2017

Nov 14, 2017
BUY
N/A
469
469 $89,000

Others Institutions Holding SPTM

# of Institutions
634
Shares Held
85.5M
Call Options Held
949K
Put Options Held
700
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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