Tempus Wealth Planning, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 97,154 shares of SPTM stock, worth $6.54 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

97,154

Previous 91,035 6.72%

Holding current value

$6.54 Million

Previous $6.38 Million 8.81%

% of portfolio

2.34%

Previous 2.5%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$69.3 - $74.3 $424,046 - $454,641	6,119 Added 6.72%	97,154 $6.94 Million
Q3 2024 Oct 22, 2024	BUY	$63.28 - $70.06 $19,490 - $21,578	308 Added 0.34%	91,035 $6.38 Million
Q2 2024 Jul 25, 2024	SELL	$60.69 - $66.83 $230,622 - $253,954	-3,800 Reduced 4.02%	90,727 $6.02 Million
Q1 2024 Apr 19, 2024	SELL	$57.38 - $64.15 $152,745 - $170,767	-2,662 Reduced 2.74%	94,527 $6.06 Million
Q4 2023 Jan 23, 2024	SELL	$50.31 - $58.65 $263,221 - $306,856	-5,232 Reduced 5.11%	97,189 $5.68 Million
Q3 2023 Oct 31, 2023	BUY	$52.22 - $56.31 $14,256 - $15,372	273 Added 0.27%	102,421 $5.38 Million
Q2 2023 Jul 21, 2023	BUY	$49.75 - $54.44 $67,361 - $73,711	1,354 Added 1.34%	102,148 $5.56 Million
Q1 2023 May 08, 2023	BUY	$46.97 - $51.65 $184,779 - $203,191	3,934 Added 4.06%	100,794 $5.08 Million
Q4 2022 Feb 09, 2023	BUY	$44.09 - $50.41 $1.76 Million - $2.02 Million	40,024 Added 70.42%	96,860 $4.58 Million
Q3 2022 Nov 14, 2022	BUY	$44.11 - $53.04 $2.03 Million - $2.44 Million	45,911 Added 420.24%	56,836 $2.51 Million
Q2 2022 Aug 05, 2022	BUY	$45.19 - $56.15 $903 - $1,123	20 Added 0.18%	10,925 $508,000
Q1 2022 May 06, 2022	BUY	$51.36 - $58.82 $53,979 - $61,819	1,051 Added 10.67%	10,905 $606,000
Q4 2021 Feb 02, 2022	BUY	$52.99 - $58.74 $33,330 - $36,947	629 Added 6.82%	9,854 $576,000
Q3 2021 Nov 09, 2021	BUY	$52.32 - $55.93 $65,661 - $70,192	1,255 Added 15.75%	9,225 $489,000
Q2 2021 Aug 12, 2021	BUY	$49.77 - $52.97 $45,141 - $48,043	907 Added 12.84%	7,970 $422,000
Q1 2021 Apr 29, 2021	BUY	$45.48 - $49.44 $91,869 - $99,868	2,020 Added 40.06%	7,063 $347,000
Q4 2020 Feb 04, 2021	SELL	$39.96 - $46.09 $23,936 - $27,607	-599 Reduced 10.62%	5,043 $232,000
Q3 2020 Nov 12, 2020	BUY	$37.97 - $43.65 $214,226 - $246,273	5,642 New	5,642 $231,000
Q1 2020 May 13, 2020	SELL	$27.12 - $41.81 $287,038 - $442,517	-10,584 Closed	0 $0
Q4 2019 Mar 16, 2020	BUY	$35.63 - $39.97 $377,107 - $423,042	10,584 New	10,584 $422,000

Others Institutions Holding SPTM

# of Institutions

686

Shares Held

89.7M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Tempus Wealth Planning, LLC Spdr Portfolio S&P 1500 Compos Transaction History