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 $12.8 Million. This represents 11.51% of its overall portfolio holdings.

Number of Shares

173,751

Previous 164,930 5.35%

Holding current value

$12.8 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

701

Shares Held

92.4M

Call Options Held

8.6K

Put Options Held

4.1K

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 Wall Capital Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wall Capital Group, Inc. with notifications on news.

Account

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