Private Wealth Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Private Wealth Group, LLC

  • $199 Million
  • Q4 2024

A detailed history of Private Wealth Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Private Wealth Group, LLC holds 20,369 shares of SPTM stock, worth $1.4 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
20,369
Previous 19,769 3.04%
Holding current value
$1.4 Million
Previous $1.39 Million 4.98%
% of portfolio
0.73%
Previous 0.71%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$69.3 - $74.3 $41,580 - $44,580
600 Added 3.04%
20,369 $1.45 Million
Q3 2024

Oct 28, 2024
BUY
$63.28 - $70.06 $13,035 - $14,432
206 Added 1.05%
19,769 $1.39 Million
Q2 2024

Jul 24, 2024
BUY
$60.69 - $66.83 $7,950 - $8,754
131 Added 0.67%
19,563 $1.3 Million
Q1 2024

Apr 25, 2024
BUY
$57.38 - $64.15 $559,455 - $625,462
9,750 Added 100.7%
19,432 $1.25 Million
Q4 2023

Jan 26, 2024
BUY
$50.31 - $58.65 $487,101 - $567,849
9,682 New
9,682 $565,000

Others Institutions Holding SPTM

# of Institutions
679
Shares Held
93.5M
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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