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

Legacy Capital Wealth Partners, LLC

$439 Million
Q4 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 19,686 shares of SPTM stock, worth $1.45 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

19,686

Previous 15,386 27.95%

Holding current value

$1.45 Million

Previous $1.08 Million 30.55%

% of portfolio

0.32%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$69.3 - $74.3 $297,990 - $319,490	4,300 Added 27.95%	19,686 $1.41 Million
Q3 2024 Nov 04, 2024	BUY	$63.28 - $70.06 $434,607 - $481,172	6,868 Added 80.63%	15,386 $1.08 Million
Q2 2024 Aug 01, 2024	BUY	$60.69 - $66.83 $516,957 - $569,257	8,518 New	8,518 $565,000
Q4 2023 Feb 05, 2024	SELL	$50.31 - $58.65 $78,332 - $91,318	-1,557 Reduced 8.32%	17,146 $1 Million
Q3 2023 Oct 16, 2023	BUY	$52.22 - $56.31 $976,670 - $1.05 Million	18,703 New	18,703 $981,000
Q1 2023 May 10, 2023	BUY	$46.97 - $51.65 $986,370 - $1.08 Million	21,000 New	21,000 $1.06 Million

Others Institutions Holding SPTM

# of Institutions

653

Shares Held

88.2M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Legacy Capital Wealth Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History