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 $1.47 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

21,827

Previous 16,815 29.81%

Holding current value

$1.47 Million

Previous $1.08 Million 34.32%

% of portfolio

0.37%

Previous 0.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

686

Shares Held

89.7M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

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