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

Sfg Wealth Management, Llc.

  • $194 Million
  • Q1 2025

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 82,983 shares of SPTM stock, worth $5.59 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
82,983
Previous 96,598 14.09%
Holding current value
$5.59 Million
Previous $6.9 Million 18.21%
% of portfolio
2.91%
Previous 3.77%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$67.03 - $74.61 $912,613 - $1.02 Million
-13,615 Reduced 14.09%
82,983 $5.64 Million
Q4 2024

Jan 16, 2025
SELL
$69.3 - $74.3 $608,661 - $652,576
-8,783 Reduced 8.33%
96,598 $6.9 Million
Q3 2024

Oct 31, 2024
SELL
$63.28 - $70.06 $13,668 - $15,132
-216 Reduced 0.2%
105,381 $7.38 Million
Q2 2024

Jul 19, 2024
BUY
$60.69 - $66.83 $145,534 - $160,258
2,398 Added 2.32%
105,597 $7.01 Million
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
$44.09 - $50.41 $4.03 Million - $4.61 Million
-91,426 Reduced 84.64%
16,587 $784,000
Q3 2022

Oct 12, 2022
SELL
$44.11 - $53.04 $534,701 - $642,950
-12,122 Reduced 10.09%
108,013 $4.76 Million
Q2 2022

Jul 13, 2022
SELL
$45.19 - $56.15 $905,562 - $1.13 Million
-20,039 Reduced 14.3%
120,135 $5.58 Million
Q1 2022

Apr 22, 2022
SELL
$51.36 - $58.82 $965,362 - $1.11 Million
-18,796 Reduced 11.82%
140,174 $7.79 Million
Q4 2021

Feb 14, 2022
BUY
$52.99 - $58.74 $8.42 Million - $9.34 Million
158,970 New
158,970 $9.29 Million

Others Institutions Holding SPTM

# of Institutions
685
Shares Held
89.7M
Call Options Held
9K
Put Options Held
0
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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