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

Partnership Wealth Management, LLC

  • $135 Billion
  • Q2 2024

A detailed history of Partnership Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 4,556 shares of SPTM stock, worth $305,935. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,556
Previous 7,059 35.46%
Holding current value
$305,935
Previous $453 Million 33.25%
% of portfolio
0.22%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 03, 2024
SELL
$60.69 - $66.83 $151,907 - $167,275
-2,503 Reduced 35.46%
4,556 $302 Million
Q1 2024

Apr 10, 2024
BUY
$57.38 - $64.15 $3,041 - $3,399
53 Added 0.76%
7,059 $453 Million
Q4 2023

Feb 07, 2024
BUY
$50.31 - $58.65 $352,471 - $410,901
7,006 New
7,006 $415 Million

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
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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