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

Spartan Planning & Wealth Management

$99.2 Million
Q1 2025

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 122,792 shares of SPTM stock, worth $8.27 Million. This represents 8.37% of its overall portfolio holdings.

Number of Shares

122,792

Previous 181,877 32.49%

Holding current value

$8.27 Million

Previous $13 Million 36.12%

% of portfolio

8.37%

Previous 12.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$67.03 - $74.61 $3.96 Million - $4.41 Million	-59,085 Reduced 32.49%	122,792 $8.3 Million
Q4 2024 Jan 07, 2025	BUY	$69.3 - $74.3 $2.48 Million - $2.65 Million	35,723 Added 24.44%	181,877 $13 Million
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

687

Shares Held

89.7M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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