Spartan Planning & Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History

Spartan Planning & Wealth Management

$89.6 Million
Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 146,154 shares of SPTM stock, worth $10.8 Million. This represents 9.53% of its overall portfolio holdings.

Number of Shares

146,154

Previous 88,658 64.85%

Holding current value

$10.8 Million

Previous $4.65 Million 83.58%

% of portfolio

9.53%

Previous 5.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Mar 12, 2024	BUY	$50.31 - $58.65 $2.89 Million - $3.37 Million	57,496 Added 64.85%	146,154 $8.54 Million
Q3 2023 Nov 17, 2023	BUY	$52.22 - $56.31 $2.16 Million - $2.33 Million	41,442 Added 87.77%	88,658 $4.65 Million
Q4 2022 Feb 01, 2023	BUY	$44.09 - $50.41 $115,030 - $131,519	2,609 Added 5.85%	47,216 $2.23 Million
Q3 2022 Nov 01, 2022	BUY	$44.11 - $53.04 $217,991 - $262,123	4,942 Added 12.46%	44,607 $1.97 Million
Q2 2022 Aug 10, 2022	SELL	$45.19 - $56.15 $5.34 Million - $6.64 Million	-118,272 Reduced 74.89%	39,665 $1.84 Million
Q1 2022 May 16, 2022	BUY	$51.36 - $58.82 $8.11 Million - $9.29 Million	157,937 New	157,937 $0

Others Institutions Holding SPTM

# of Institutions

631

Shares Held

85.1M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Spartan Planning & Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History