Prestige Wealth Management Group LLC Spdr Portfolio S&P 1500 Compos Transaction History

Prestige Wealth Management Group LLC

  • $447 Million
  • Q1 2025

A detailed history of Prestige Wealth Management Group LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 2,499 shares of SPTM stock, worth $180,752. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,499
Previous 2,676 6.61%
Holding current value
$180,752
Previous $191,000 11.52%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 12, 2025
SELL
$67.03 - $74.61 $11,864 - $13,205
-177 Reduced 6.61%
2,499 $169,000
Q3 2024

Nov 14, 2024
SELL
$63.28 - $70.06 $4,809 - $5,324
-76 Reduced 2.76%
2,676 $187,000
Q1 2024

Apr 26, 2024
SELL
$57.38 - $64.15 $8,664 - $9,686
-151 Reduced 5.2%
2,752 $176,000
Q4 2023

Apr 26, 2024
SELL
$50.31 - $58.65 $10,062 - $11,730
-200 Reduced 6.45%
2,903 $169,000
Q4 2023

Feb 08, 2024
SELL
$50.31 - $58.65 $10,062 - $11,730
-200 Reduced 6.45%
2,903 $169,000
Q3 2023

Apr 26, 2024
SELL
$52.22 - $56.31 $39,530 - $42,626
-757 Reduced 19.61%
3,103 $162,000
Q3 2023

Nov 13, 2023
SELL
$52.22 - $56.31 $39,530 - $42,626
-757 Reduced 19.61%
3,103 $162,000
Q1 2023

Apr 26, 2024
BUY
$46.97 - $51.65 $52,042 - $57,228
1,108 Added 40.26%
3,860 $194,000
Q4 2022

Feb 07, 2023
SELL
$44.09 - $50.41 $35,051 - $40,075
-795 Reduced 17.08%
3,860 $182,000
Q3 2022

Nov 01, 2022
SELL
$44.11 - $53.04 $4,807 - $5,781
-109 Reduced 2.29%
4,655 $205,000
Q1 2022

May 05, 2022
SELL
$51.36 - $58.82 $20,954 - $23,998
-408 Reduced 7.89%
4,764 $265,000
Q4 2021

Feb 15, 2022
SELL
$52.99 - $58.74 $3,709 - $4,111
-70 Reduced 1.34%
5,172 $302,000
Q3 2021

Nov 12, 2021
SELL
$52.32 - $55.93 $14,231 - $15,212
-272 Reduced 4.93%
5,242 $278,000
Q2 2021

Aug 12, 2021
SELL
$49.77 - $52.97 $21,251 - $22,618
-427 Reduced 7.19%
5,514 $292,000
Q1 2021

May 13, 2021
SELL
$45.48 - $49.44 $81,136 - $88,200
-1,784 Reduced 23.09%
5,941 $292,000
Q4 2020

Feb 17, 2021
SELL
$39.96 - $46.09 $533,865 - $615,762
-13,360 Reduced 63.36%
7,725 $356,000
Q3 2020

Oct 26, 2020
SELL
$37.97 - $43.65 $78,977 - $90,792
-2,080 Reduced 8.98%
21,085 $862,000
Q2 2020

Aug 13, 2020
SELL
$29.99 - $39.74 $319,243 - $423,032
-10,645 Reduced 31.48%
23,165 $875,000
Q1 2020

May 15, 2020
SELL
$27.12 - $41.81 $14,671 - $22,619
-541 Reduced 1.57%
33,810 $1.06 Million
Q3 2019

Nov 14, 2019
SELL
$36.53 - $37.33 $1,936 - $1,978
-53 Reduced 0.15%
34,351 $1.26 Million
Q2 2019

Aug 16, 2019
SELL
N/A
-5,008 Reduced 12.71%
34,404 $1.25 Million
Q1 2019

Aug 16, 2019
SELL
N/A
-3,036 Reduced 7.15%
39,412 $1.39 Million
Q4 2018

Apr 16, 2019
BUY
N/A
42,448 New
42,448 $1.31 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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