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

Levy Wealth Management Group, LLC

  • $390 Million
  • Q2 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 21,827 shares of SPTM stock, worth $1.57 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
21,827
Previous 16,815 29.81%
Holding current value
$1.57 Million
Previous $1.08 Million 34.32%
% of portfolio
0.37%
Previous 0.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$60.69 - $66.83 $304,178 - $334,951
5,012 Added 29.81%
21,827 $1.45 Million
Q4 2023

Jan 23, 2024
SELL
$50.31 - $58.65 $45,429 - $52,960
-903 Reduced 5.1%
16,815 $982,000
Q3 2023

Oct 24, 2023
BUY
$52.22 - $56.31 $55,457 - $59,801
1,062 Added 6.38%
17,718 $930,000
Q2 2023

Jul 21, 2023
BUY
$49.75 - $54.44 $69,003 - $75,508
1,387 Added 9.08%
16,656 $906,000
Q1 2023

May 04, 2023
BUY
$46.97 - $51.65 $3,428 - $3,770
73 Added 0.48%
15,269 $770,000
Q4 2022

Feb 08, 2023
BUY
$44.09 - $50.41 $669,991 - $766,030
15,196 New
15,196 $718,000

Others Institutions Holding SPTM

# of Institutions
631
Shares Held
85.1M
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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