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

Rockwood Wealth Management, LLC

  • $775 Billion
  • Q1 2024

A detailed history of Rockwood Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 6,064 shares of SPTM stock, worth $407,197. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,064
Previous 7,272 16.61%
Holding current value
$407,197
Previous $425 Million 8.48%
% of portfolio
0.05%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$57.38 - $64.15 $69,315 - $77,493
-1,208 Reduced 16.61%
6,064 $389 Million
Q4 2023

Jan 17, 2024
SELL
$50.31 - $58.65 $23,897 - $27,858
-475 Reduced 6.13%
7,272 $425 Million
Q3 2023

Oct 10, 2023
SELL
$52.22 - $56.31 $140,837 - $151,868
-2,697 Reduced 25.82%
7,747 $407 Million
Q2 2023

Jul 20, 2023
SELL
$49.75 - $54.44 $16,318 - $17,856
-328 Reduced 3.04%
10,444 $569 Million
Q1 2023

Jul 20, 2023
SELL
$46.97 - $51.65 $19,257 - $21,176
-410 Reduced 3.67%
10,772 $543 Million
Q4 2022

Jul 20, 2023
SELL
$46.29 - $50.41 $17,405 - $18,954
-376 Reduced 3.25%
11,182 $529 Million
Q3 2022

Jul 20, 2023
BUY
N/A
21 Added 0.18%
11,558 $510 Million
Q2 2022

Jul 20, 2023
SELL
N/A
-4,292 Reduced 27.11%
11,537 $536 Million
Q1 2022

Jul 20, 2023
SELL
N/A
-3,191 Reduced 16.78%
15,829 $880 Million
Q4 2021

Jul 20, 2023
BUY
N/A
19,020 New
19,020 $1.11 Billion

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

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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