Mbm Wealth Consultants, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Mbm Wealth Consultants, LLC

$284 Million
Q1 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 24, 2023	SELL	$49.75 - $54.44 $35,073 - $38,380	-705 Reduced 12.84%	4,785 $260,000
Q4 2022 Feb 15, 2023	SELL	$46.29 - $50.41 $9,952 - $10,838	-215 Reduced 3.77%	5,490 $259,000
Q3 2022 Oct 24, 2022	SELL	N/A	-228 Reduced 3.84%	5,705 $258,000
Q2 2022 Aug 15, 2022	SELL	N/A	-383 Reduced 6.06%	5,933 $276,000
Q1 2022 May 16, 2022	SELL	N/A	-56,534 Reduced 89.95%	6,316 $351,000

Q4 2021 Feb 15, 2022	BUY	N/A	429 Added 0.69%	62,850 $3.67 Million
Q3 2021 Nov 16, 2021	BUY	N/A	3,166 Added 5.34%	62,421 $3.31 Million
Q2 2021 Aug 13, 2021	SELL	N/A	-1,157 Reduced 1.92%	59,255 $3.14 Million
Q1 2021 May 10, 2021	BUY	N/A	36 Added 0.06%	60,412 $2.97 Million
Q4 2020 Feb 09, 2021	BUY	N/A	2,176 Added 3.74%	60,376 $2.78 Million
Q3 2020 Nov 12, 2020	SELL	N/A	-973 Reduced 1.64%	58,200 $2.38 Million
Q2 2020 Aug 07, 2020	SELL	N/A	-7,790 Reduced 11.63%	59,173 $2.24 Million
Q1 2020 May 13, 2020	BUY	N/A	9,596 Added 16.73%	66,963 $2.11 Million
Q4 2019 Feb 11, 2020	BUY	N/A	3,002 Added 5.52%	57,367 $2.29 Million
Q3 2019 Oct 30, 2019	BUY	N/A	5,497 Added 11.25%	54,365 $2 Million
Q2 2019 Jul 30, 2019	BUY	N/A	7,455 Added 18.0%	48,868 $1.78 Million
Q1 2019 Apr 25, 2019	BUY	N/A	11,530 Added 38.58%	41,413 $1.46 Million
Q4 2018 Feb 13, 2019	BUY	N/A	29,883 New	29,883 $924,000

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.6M

Call Options Held

131K

Put Options Held

100

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbm Wealth Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbm Wealth Consultants, LLC with notifications on news.