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

Reuter James Wealth Management, LLC

$143 Million
Q1 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 4,780 shares of SPTM stock, worth $320,977. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,780

Previous 9,312 48.67%

Holding current value

$320,977

Previous $544,000 43.75%

% of portfolio

0.21%

Previous 0.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$46.29 - $50.41 $700,321 - $762,652	-15,129 Reduced 65.52%	7,961 $376,000

Q3 2022 Nov 04, 2022	SELL	N/A	-444 Reduced 1.89%	23,090 $1.02 Million
Q2 2022 Aug 09, 2022	SELL	N/A	-10,033 Reduced 29.89%	23,534 $1.09 Million
Q1 2022 Apr 14, 2022	SELL	N/A	-2,951 Reduced 8.08%	33,567 $1.87 Million
Q4 2021 Jan 25, 2022	BUY	N/A	36,518 New	36,518 $2.13 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

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Reuter James Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reuter James Wealth Management, LLC with notifications on news.

Account

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