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

Reuter James Wealth Management, LLC

$536 Million
Q4 2024

A detailed history of Reuter James Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 10,271 shares of SPTM stock, worth $727,803. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,271

Previous 8,013 28.18%

Holding current value

$727,803

Previous $561,000 30.66%

% of portfolio

0.14%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$69.3 - $74.3 $156,479 - $167,769	2,258 Added 28.18%	10,271 $733,000
Q3 2024 Nov 08, 2024	BUY	$63.28 - $70.06 $209,077 - $231,478	3,304 Added 70.16%	8,013 $561,000
Q2 2024 Aug 01, 2024	SELL	$60.69 - $66.83 $4,308 - $4,744	-71 Reduced 1.49%	4,709 $312,000
Q1 2024 May 06, 2024	SELL	$57.38 - $64.15 $260,046 - $290,727	-4,532 Reduced 48.67%	4,780 $306,000
Q4 2023 Apr 08, 2024	SELL	$50.31 - $58.65 $82,156 - $95,775	-1,633 Reduced 14.92%	9,312 $544,000
Q3 2023 Nov 13, 2023	BUY	$52.22 - $56.31 $571,547 - $616,312	10,945 New	10,945 $574,000
Q1 2023 May 10, 2023	BUY	$46.97 - $51.65 $296,145 - $325,653	6,305 Added 79.2%	14,266 $719,000
Q4 2022 Feb 06, 2023	SELL	$44.09 - $50.41 $667,037 - $762,652	-15,129 Reduced 65.52%	7,961 $376,000
Q3 2022 Nov 04, 2022	SELL	$44.11 - $53.04 $19,584 - $23,549	-444 Reduced 1.89%	23,090 $1.02 Million
Q2 2022 Aug 09, 2022	SELL	$45.19 - $56.15 $453,391 - $563,352	-10,033 Reduced 29.89%	23,534 $1.09 Million
Q1 2022 Apr 14, 2022	SELL	$51.36 - $58.82 $151,563 - $173,577	-2,951 Reduced 8.08%	33,567 $1.87 Million
Q4 2021 Jan 25, 2022	BUY	$52.99 - $58.74 $1.94 Million - $2.15 Million	36,518 New	36,518 $2.13 Million

Others Institutions Holding SPTM

# of Institutions

677

Shares Held

93.6M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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