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 $1.63 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
23,405
Previous 23,405 -0.0%
Holding current value
$1.63 Million
Previous $1.55 Million 5.61%
% of portfolio
0.62%
Previous 0.64%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Seaside Wealth Management, Inc. Portfolio

Follow Seaside Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Seaside Wealth Management, Inc. with notifications on news.