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

Mbe Wealth Management, LLC

  • $157 Million
  • Q1 2024

A detailed history of Mbe Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 10,924 shares of SPTM stock, worth $737,151. This represents 0.45% of its overall portfolio holdings.

Number of Shares
10,924
Previous 10,903 0.19%
Holding current value
$737,151
Previous $637,000 9.89%
% of portfolio
0.45%
Previous 0.33%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$57.38 - $64.15 $1,204 - $1,347
21 Added 0.19%
10,924 $700,000
Q4 2023

Jan 29, 2024
SELL
$50.31 - $58.65 $5,332 - $6,216
-106 Reduced 0.96%
10,903 $637,000
Q3 2023

Oct 16, 2023
SELL
$52.22 - $56.31 $34,726 - $37,446
-665 Reduced 5.7%
11,009 $577,000
Q2 2023

Jul 17, 2023
SELL
$49.75 - $54.44 $597 - $653
-12 Reduced 0.1%
11,674 $635,000
Q1 2023

Apr 20, 2023
SELL
$46.97 - $51.65 $10,709 - $11,776
-228 Reduced 1.91%
11,686 $589,000
Q4 2022

Jan 17, 2023
SELL
$46.29 - $50.41 $36,846 - $40,126
-796 Reduced 6.26%
11,914 $0
Q3 2022

Oct 20, 2022
SELL
N/A
-1,154 Reduced 8.32%
12,710 $561,000
Q2 2022

Jul 19, 2022
SELL
N/A
-952 Reduced 6.43%
13,864 $644,000
Q1 2022

Apr 20, 2022
SELL
N/A
-136 Reduced 0.91%
14,816 $823,000
Q4 2021

Jan 19, 2022
SELL
N/A
-1,084 Reduced 6.76%
14,952 $874,000
Q3 2021

Oct 25, 2021
SELL
N/A
-2,008 Reduced 11.13%
16,036 $850,000
Q2 2021

Jul 19, 2021
SELL
N/A
-83,889 Reduced 82.3%
18,044 $956,000
Q1 2021

Apr 26, 2021
SELL
N/A
-14,069 Reduced 12.13%
101,933 $5.01 Million
Q4 2020

Jan 19, 2021
BUY
N/A
181 Added 0.16%
116,002 $5.35 Million
Q3 2020

Oct 19, 2020
BUY
N/A
99 Added 0.09%
115,821 $4.38 Million
Q2 2020

Aug 14, 2020
BUY
N/A
19,127 Added 19.8%
115,722 $4.37 Million
Q1 2020

May 07, 2020
BUY
N/A
9,008 Added 10.28%
96,595 $3.04 Million
Q4 2019

Jan 30, 2020
BUY
N/A
87,587 New
87,587 $3.49 Million

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.6M
Call Options Held
131K
Put Options Held
100
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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