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

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Modern Wealth Management, LLC holds 861,163 shares of SPTM stock, worth $62.2 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares
861,163
Previous 890,865 3.33%
Holding current value
$62.2 Million
Previous $59.1 Billion 2.07%
% of portfolio
3.67%
Previous 4.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$63.28 - $70.06 $1.88 Million - $2.08 Million
-29,702 Reduced 3.33%
861,163 $60.3 Billion
Q2 2024

Aug 07, 2024
BUY
$60.69 - $66.83 $20.1 Million - $22.1 Million
330,754 Added 59.05%
890,865 $59.1 Billion
Q1 2024

May 13, 2024
BUY
$57.38 - $64.15 $1.9 Million - $2.12 Million
33,094 Added 6.28%
560,111 $35.7 Billion
Q4 2023

Feb 14, 2024
BUY
$50.31 - $58.65 $26.5 Million - $30.9 Million
527,017 New
527,017 $30.8 Billion

Others Institutions Holding SPTM

# of Institutions
630
Shares Held
85M
Call Options Held
949K
Put Options Held
700
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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