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

Sfg Wealth Management, Llc.

$183 Million
Q4 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 96,598 shares of SPTM stock, worth $7.16 Million. This represents 3.77% of its overall portfolio holdings.

Number of Shares

96,598

Previous 105,381 8.33%

Holding current value

$7.16 Million

Previous $7.38 Million 6.54%

% of portfolio

3.77%

Previous 4.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

634

Shares Held

85.5M

Call Options Held

949K

Put Options Held

700

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About SPDR PORTFOLIO S&P 1500 COMPOS

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