Kwb Wealth Spdr Portfolio S&P 1500 Compos Transaction History

Kwb Wealth

  • $789 Million
  • Q4 2024

A detailed history of Kwb Wealth transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Kwb Wealth holds 83,753 shares of SPTM stock, worth $6.05 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
83,753
Previous 99,535 15.86%
Holding current value
$6.05 Million
Previous $6.97 Million 14.21%
% of portfolio
0.76%
Previous 0.87%

Shares

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

Jan 13, 2025
SELL
$69.3 - $74.3 $1.09 Million - $1.17 Million
-15,782 Reduced 15.86%
83,753 $5.98 Million
Q3 2024

Oct 07, 2024
BUY
$63.28 - $70.06 $86,060 - $95,281
1,360 Added 1.39%
99,535 $6.97 Million
Q1 2024

Apr 19, 2024
SELL
$57.38 - $64.15 $328,959 - $367,771
-5,733 Reduced 5.52%
98,175 $6.3 Million
Q4 2023

Jan 10, 2024
BUY
$50.31 - $58.65 $2.29 Million - $2.67 Million
45,567 Added 78.1%
103,908 $6.07 Million
Q3 2023

Oct 10, 2023
SELL
$52.22 - $56.31 $192,012 - $207,051
-3,677 Reduced 5.93%
58,341 $3.06 Million
Q2 2023

Jul 24, 2023
BUY
$49.75 - $54.44 $174,970 - $191,465
3,517 Added 6.01%
62,018 $3.38 Million
Q1 2023

Apr 07, 2023
BUY
$46.97 - $51.65 $12,681 - $13,945
270 Added 0.46%
58,501 $2.95 Million
Q4 2022

Feb 09, 2023
BUY
$44.09 - $50.41 $717,564 - $820,422
16,275 Added 38.79%
58,231 $2.75 Million
Q3 2022

Nov 10, 2022
SELL
$44.11 - $53.04 $3.99 Million - $4.8 Million
-90,476 Reduced 68.32%
41,956 $1.85 Million
Q2 2022

Aug 10, 2022
BUY
$45.19 - $56.15 $5.98 Million - $7.44 Million
132,432 New
132,432 $6.16 Million

Others Institutions Holding SPTM

# of Institutions
676
Shares Held
93.6M
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
  • Industry ETFs
More about SPTM
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