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

Mgb Wealth Management, LLC

  • $276 Billion
  • Q1 2025

A detailed history of Mgb Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 1,885 shares of SPTM stock, worth $136,342. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,885
Previous 1,849 1.95%
Holding current value
$136,342
Previous $132 Million 3.19%
% of portfolio
0.05%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$67.03 - $74.61 $2,413 - $2,685
36 Added 1.95%
1,885 $128 Million
Q4 2024

Jan 29, 2025
BUY
$69.3 - $74.3 $6,098 - $6,538
88 Added 5.0%
1,849 $132 Million
Q3 2024

Nov 12, 2024
BUY
$63.28 - $70.06 $11,643 - $12,891
184 Added 11.67%
1,761 $123 Million
Q2 2024

Aug 12, 2024
BUY
$60.69 - $66.83 $60 - $66
1 Added 0.06%
1,577 $107 Million
Q1 2024

May 06, 2024
BUY
$57.38 - $64.15 $5,164 - $5,773
90 Added 6.06%
1,576 $101 Million
Q4 2023

Apr 22, 2024
BUY
$50.31 - $58.65 $74,760 - $87,153
1,486 New
1,486 $86.9 Million

Others Institutions Holding SPTM

# of Institutions
701
Shares Held
92.4M
Call Options Held
8.6K
Put Options Held
4.1K
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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