Mission Wealth Management, LP Spdr Portfolio S&P 1500 Compos Transaction History

Mission Wealth Management, LP

  • $4.01 Billion
  • Q1 2025

A detailed history of Mission Wealth Management, LP transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Mission Wealth Management, LP holds 7,032 shares of SPTM stock, worth $470,159. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,032
Previous 7,029 0.04%
Holding current value
$470,159
Previous $502,000 5.38%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 17, 2025
BUY
$67.03 - $74.61 $201 - $223
3 Added 0.04%
7,032 $475,000
Q4 2024

Feb 06, 2025
BUY
$69.3 - $74.3 $207 - $222
3 Added 0.04%
7,029 $502,000
Q3 2024

Oct 31, 2024
BUY
$63.28 - $70.06 $253 - $280
4 Added 0.06%
7,026 $492,000
Q2 2024

Aug 02, 2024
BUY
$60.69 - $66.83 $182 - $200
3 Added 0.04%
7,022 $465,000
Q1 2024

Apr 30, 2024
BUY
$57.38 - $64.15 $402,750 - $450,268
7,019 New
7,019 $450,000

Others Institutions Holding SPTM

# of Institutions
680
Shares Held
91.6M
Call Options Held
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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