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

Reuter James Wealth Management, LLC

  • $536 Million
  • Q3 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 8,013 shares of SPTM stock, worth $573,810. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,013
Previous 4,709 70.16%
Holding current value
$573,810
Previous $312,000 79.81%
% of portfolio
0.1%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
630
Shares Held
85M
Call Options Held
949K
Put Options Held
700
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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