Sheets Smith Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Sheets Smith Wealth Management holds 39,513 shares of SPTM stock, worth $2.67 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

39,513

Previous 28,753 37.42%

Holding current value

$2.67 Million

Previous $2.01 Million 40.12%

% of portfolio

0.35%

Previous 0.25%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$69.3 - $74.3 $745,668 - $799,468	10,760 Added 37.42%	39,513 $2.82 Million
Q3 2024 Nov 01, 2024	SELL	$63.28 - $70.06 $6,581 - $7,286	-104 Reduced 0.36%	28,753 $2.01 Million
Q2 2024 Jul 30, 2024	BUY	$60.69 - $66.83 $113,065 - $124,504	1,863 Added 6.9%	28,857 $1.91 Million
Q1 2024 May 08, 2024	SELL	$57.38 - $64.15 $13,943 - $15,588	-243 Reduced 0.89%	26,994 $1.73 Million
Q4 2023 Feb 06, 2024	SELL	$50.31 - $58.65 $49,052 - $57,183	-975 Reduced 3.46%	27,237 $1.59 Million
Q3 2023 Oct 23, 2023	SELL	$52.22 - $56.31 $96,554 - $104,117	-1,849 Reduced 6.15%	28,212 $1.48 Million
Q2 2023 Aug 09, 2023	SELL	$49.75 - $54.44 $138,255 - $151,288	-2,779 Reduced 8.46%	30,061 $1.64 Million
Q1 2023 May 26, 2023	BUY	$46.97 - $51.65 $1.54 Million - $1.69 Million	32,790 Added 65580.0%	32,840 $1.66 Million
Q1 2023 May 12, 2023	SELL	$46.97 - $51.65 $1.54 Million - $1.7 Million	-32,832 Reduced 99.85%	50 $2,000
Q4 2022 Mar 08, 2023	SELL	$44.09 - $50.41 $124,730 - $142,609	-2,829 Reduced 7.92%	32,882 $1.55 Million
Q3 2022 Nov 01, 2022	BUY	$44.11 - $53.04 $75,163 - $90,380	1,704 Added 5.01%	35,711 $1.58 Million
Q2 2022 Jul 27, 2022	BUY	$45.19 - $56.15 $404,360 - $502,430	8,948 Added 35.71%	34,007 $1.58 Million
Q1 2022 May 02, 2022	SELL	$51.36 - $58.82 $295,987 - $338,979	-5,763 Reduced 18.7%	25,059 $1.39 Million
Q4 2021 Jan 20, 2022	SELL	$52.99 - $58.74 $2.26 Million - $2.5 Million	-42,593 Reduced 58.02%	30,822 $1.8 Million
Q3 2021 Oct 15, 2021	BUY	$52.32 - $55.93 $40,495 - $43,289	774 Added 1.07%	73,415 $3.89 Million
Q2 2021 Aug 03, 2021	BUY	$49.77 - $52.97 $644,621 - $686,067	12,952 Added 21.7%	72,641 $3.85 Million
Q1 2021 Apr 23, 2021	BUY	$45.48 - $49.44 $333,322 - $362,345	7,329 Added 14.0%	59,689 $2.94 Million
Q4 2020 Jan 13, 2021	BUY	$39.96 - $46.09 $159,999 - $184,544	4,004 Added 8.28%	52,360 $2.41 Million
Q3 2020 Oct 26, 2020	BUY	$37.97 - $43.65 $2,012 - $2,313	53 Added 0.11%	48,356 $1.98 Million
Q2 2020 Jul 17, 2020	BUY	$29.99 - $39.74 $38,957 - $51,622	1,299 Added 2.76%	48,303 $1.83 Million
Q1 2020 Apr 28, 2020	BUY	$27.12 - $41.81 $1.27 Million - $1.97 Million	47,004 New	47,004 $1.48 Million

Others Institutions Holding SPTM

# of Institutions

681

Shares Held

93.9M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History