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

Mbm Wealth Consultants, LLC

  • $385 Million
  • Q3 2025

A detailed history of Mbm Wealth Consultants, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 2,716 shares of SPTM stock, worth $220,457. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,716
Previous 2,729 0.48%
Holding current value
$220,457
Previous $204,000 7.35%
% of portfolio
0.06%
Previous 0.06%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$74.93 - $80.73 $974 - $1,049
-13 Reduced 0.48%
2,716 $219,000
Q2 2025

Aug 13, 2025
BUY
$60.34 - $74.89 $164,667 - $204,374
2,729 New
2,729 $204,000
Q3 2024

Oct 07, 2024
SELL
$63.28 - $70.06 $12,466 - $13,801
-197 Reduced 6.41%
2,878 $201,000
Q2 2024

Jul 30, 2024
BUY
$60.69 - $66.83 $186,621 - $205,502
3,075 New
3,075 $204,000
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
$44.09 - $50.41 $9,479 - $10,838
-215 Reduced 3.77%
5,490 $259,000
Q3 2022

Oct 24, 2022
SELL
$44.11 - $53.04 $10,057 - $12,093
-228 Reduced 3.84%
5,705 $258,000
Q2 2022

Aug 15, 2022
SELL
$45.19 - $56.15 $17,307 - $21,505
-383 Reduced 6.06%
5,933 $276,000
Q1 2022

May 16, 2022
SELL
$51.36 - $58.82 $2.9 Million - $3.33 Million
-56,534 Reduced 89.95%
6,316 $351,000
Q4 2021

Feb 15, 2022
BUY
$52.99 - $58.74 $22,732 - $25,199
429 Added 0.69%
62,850 $3.67 Million
Q3 2021

Nov 16, 2021
BUY
$52.32 - $55.93 $165,645 - $177,074
3,166 Added 5.34%
62,421 $3.31 Million
Q2 2021

Aug 13, 2021
SELL
$49.77 - $52.97 $57,583 - $61,286
-1,157 Reduced 1.92%
59,255 $3.14 Million
Q1 2021

May 10, 2021
BUY
$45.48 - $49.44 $1,637 - $1,779
36 Added 0.06%
60,412 $2.97 Million
Q4 2020

Feb 09, 2021
BUY
$39.96 - $46.09 $86,952 - $100,291
2,176 Added 3.74%
60,376 $2.78 Million
Q3 2020

Nov 12, 2020
SELL
$37.97 - $43.65 $36,944 - $42,471
-973 Reduced 1.64%
58,200 $2.38 Million
Q2 2020

Aug 07, 2020
SELL
$29.99 - $39.74 $233,622 - $309,574
-7,790 Reduced 11.63%
59,173 $2.24 Million
Q1 2020

May 13, 2020
BUY
$27.12 - $41.81 $260,243 - $401,208
9,596 Added 16.73%
66,963 $2.11 Million
Q4 2019

Feb 11, 2020
BUY
$35.63 - $39.97 $106,961 - $119,989
3,002 Added 5.52%
57,367 $2.29 Million
Q3 2019

Oct 30, 2019
BUY
$36.53 - $37.33 $200,805 - $205,203
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
760
Shares Held
98.3M
Call Options Held
46.9K
Put Options Held
0
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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