Sfg Wealth Management, Llc. Spdr Portfolio S&P 1500 Compos Transaction History

Sfg Wealth Management, Llc.

$163 Million
Q1 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 103,199 shares of SPTM stock, worth $6.89 Million. This represents 4.06% of its overall portfolio holdings.

Number of Shares

103,199

Previous 111,831 7.72%

Holding current value

$6.89 Million

Previous $6.54 Million 1.29%

% of portfolio

4.06%

Previous 4.48%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$57.38 - $64.15 $495,304 - $553,742	-8,632 Reduced 7.72%	103,199 $6.62 Million
Q4 2023 Jan 19, 2024	BUY	$50.31 - $58.65 $152,036 - $177,240	3,022 Added 2.78%	111,831 $6.54 Million
Q3 2023 Oct 19, 2023	BUY	$52.22 - $56.31 $948,001 - $1.02 Million	18,154 Added 20.03%	108,809 $5.71 Million
Q2 2023 Jul 14, 2023	BUY	$49.75 - $54.44 $2.46 Million - $2.69 Million	49,409 Added 119.79%	90,655 $4.94 Million
Q1 2023 Apr 11, 2023	BUY	$46.97 - $51.65 $1.16 Million - $1.27 Million	24,659 Added 148.66%	41,246 $2.08 Million

Q4 2022 Jan 31, 2023	SELL	$46.29 - $50.41 $4.23 Million - $4.61 Million	-91,426 Reduced 84.64%	16,587 $784,000
Q3 2022 Oct 12, 2022	SELL	N/A	-12,122 Reduced 10.09%	108,013 $4.76 Million
Q2 2022 Jul 13, 2022	SELL	N/A	-20,039 Reduced 14.3%	120,135 $5.58 Million
Q1 2022 Apr 22, 2022	SELL	N/A	-18,796 Reduced 11.82%	140,174 $7.79 Million
Q4 2021 Feb 14, 2022	BUY	N/A	158,970 New	158,970 $9.29 Million

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.5M

Call Options Held

131K

Put Options Held

100

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Sfg Wealth Management, Llc. Spdr Portfolio S&P 1500 Compos Transaction History