Wall Capital Group, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Wall Capital Group, Inc.

$88.2 Million
Q4 2023

A detailed history of Wall Capital Group, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wall Capital Group, Inc. holds 173,751 shares of SPTM stock, worth $11.7 Million. This represents 11.51% of its overall portfolio holdings.

Number of Shares

173,751

Previous 164,930 5.35%

Holding current value

$11.7 Million

Previous $8.66 Million 17.3%

% of portfolio

11.51%

Previous 12.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	BUY	$50.31 - $58.65 $443,784 - $517,351	8,821 Added 5.35%	173,751 $10.2 Million
Q3 2023 Nov 06, 2023	BUY	$52.22 - $56.31 $6.45 Million - $6.95 Million	123,458 Added 297.69%	164,930 $8.66 Million
Q2 2023 Jul 24, 2023	BUY	$49.75 - $54.44 $356,210 - $389,790	7,160 Added 20.87%	41,472 $2.26 Million
Q1 2023 Apr 17, 2023	BUY	$46.97 - $51.65 $320,664 - $352,614	6,827 Added 24.84%	34,312 $1.73 Million
Q4 2022 Jan 25, 2023	BUY	$44.09 - $50.41 $245,184 - $280,330	5,561 Added 25.36%	27,485 $0
Q3 2022 Oct 12, 2022	BUY	$44.11 - $53.04 $967,067 - $1.16 Million	21,924 New	21,924 $975,000

Others Institutions Holding SPTM

# of Institutions

690

Shares Held

91.7M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Wall Capital Group, Inc. Spdr Portfolio S&P 1500 Compos Transaction History