Seaside Wealth Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Seaside Wealth Management, Inc.

$264 Million
Q3 2024

A detailed history of Seaside Wealth Management, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 23,405 shares of SPTM stock, worth $1.71 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

23,405

Previous 23,405 -0.0%

Holding current value

$1.71 Million

Previous $1.55 Million 5.61%

% of portfolio

0.62%

Previous 0.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	SELL	$60.69 - $66.83 $2,731 - $3,007	-45 Reduced 0.19%	23,405 $1.55 Million
Q1 2024 Apr 17, 2024	SELL	$57.38 - $64.15 $20,886 - $23,350	-364 Reduced 1.53%	23,450 $1.5 Million
Q3 2023 Oct 13, 2023	SELL	$52.22 - $56.31 $2,349 - $2,533	-45 Reduced 0.19%	23,814 $1.25 Million
Q2 2023 Jul 17, 2023	SELL	$49.75 - $54.44 $13,631 - $14,916	-274 Reduced 1.14%	23,859 $1.3 Million
Q1 2023 May 09, 2023	SELL	$46.97 - $51.65 $10,145 - $11,156	-216 Reduced 0.89%	24,133 $1.22 Million
Q4 2022 Feb 09, 2023	BUY	$44.09 - $50.41 $104,625 - $119,622	2,373 Added 10.8%	24,349 $1.15 Million
Q3 2022 Nov 09, 2022	SELL	$44.11 - $53.04 $2,867 - $3,447	-65 Reduced 0.29%	21,976 $1.05 Million
Q2 2022 Aug 30, 2022	BUY	$45.19 - $56.15 $996,032 - $1.24 Million	22,041 New	22,041 $1.12 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

Ticker SPTM
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Seaside Wealth Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History