Outlook Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Outlook Wealth Advisors, LLC

$298 Million
Q1 2025

A detailed history of Outlook Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 5,204 shares of SPTM stock, worth $347,939. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,204

Previous 5,359 2.89%

Holding current value

$347,939

Previous $382,000 8.12%

% of portfolio

0.12%

Previous 0.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$67.03 - $74.61 $10,389 - $11,564	-155 Reduced 2.89%	5,204 $351,000
Q4 2024 Jan 14, 2025	BUY	$69.3 - $74.3 $103,326 - $110,781	1,491 Added 38.55%	5,359 $382,000
Q3 2024 Oct 23, 2024	BUY	$63.28 - $70.06 $244,767 - $270,992	3,868 New	3,868 $270,000
Q1 2024 Apr 22, 2024	SELL	$57.38 - $64.15 $1.01 Million - $1.13 Million	-17,626 Reduced 83.9%	3,382 $216,000
Q4 2023 Jan 29, 2024	SELL	$50.31 - $58.65 $1.27 Million - $1.48 Million	-25,238 Reduced 54.57%	21,008 $1.23 Million
Q3 2023 Oct 10, 2023	SELL	$52.22 - $56.31 $74,570 - $80,410	-1,428 Reduced 3.0%	46,246 $2.43 Million
Q2 2023 Jul 10, 2023	SELL	$49.75 - $54.44 $41,989 - $45,947	-844 Reduced 1.74%	47,674 $2.6 Million
Q1 2023 Apr 18, 2023	BUY	$46.97 - $51.65 $1.03 Million - $1.13 Million	21,943 Added 82.57%	48,518 $2.45 Million
Q4 2022 Feb 14, 2023	SELL	$44.09 - $50.41 $1.44 Million - $1.64 Million	-32,599 Reduced 55.09%	26,575 $1.26 Million
Q3 2022 Oct 25, 2022	SELL	$44.11 - $53.04 $110,627 - $133,024	-2,508 Reduced 4.07%	59,174 $2.61 Million
Q2 2022 Jul 28, 2022	SELL	$45.19 - $56.15 $846,996 - $1.05 Million	-18,743 Reduced 23.3%	61,682 $2.87 Million
Q1 2022 Jul 28, 2022	BUY	$51.36 - $58.82 $13,507 - $15,469	263 Added 0.33%	80,425 $4.47 Million
Q1 2022 May 13, 2022	SELL	$51.36 - $58.82 $85,103 - $97,464	-1,657 Reduced 2.03%	80,162 $4.46 Million
Q4 2021 Jan 21, 2022	BUY	$52.99 - $58.74 $369,605 - $409,711	6,975 Added 9.32%	81,819 $4.78 Million
Q3 2021 Oct 22, 2021	SELL	$52.32 - $55.93 $97,001 - $103,694	-1,854 Reduced 2.42%	74,844 $3.97 Million
Q2 2021 Jul 21, 2021	BUY	$49.77 - $52.97 $631,183 - $671,765	12,682 Added 19.81%	76,698 $4.06 Million
Q1 2021 May 04, 2021	SELL	$45.48 - $49.44 $69,175 - $75,198	-1,521 Reduced 2.32%	64,016 $3.15 Million
Q4 2020 Feb 04, 2021	BUY	$39.96 - $46.09 $2.62 Million - $3.02 Million	65,537 New	65,537 $3.02 Million

Others Institutions Holding SPTM

# of Institutions

680

Shares Held

91.6M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Outlook Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History