Waller Financial Planning Group, Inc Spdr Portfolio S&P 1500 Compos Transaction History

Waller Financial Planning Group, Inc

  • $372 Million
  • Q2 2024

A detailed history of Waller Financial Planning Group, Inc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 15,426 shares of SPTM stock, worth $1.03 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
15,426
Previous 15,191 1.55%
Holding current value
$1.03 Million
Previous $974,000 5.03%
% of portfolio
0.27%
Previous 0.26%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
BUY
$60.69 - $66.83 $14,262 - $15,705
235 Added 1.55%
15,426 $1.02 Million
Q1 2024

Apr 02, 2024
SELL
$57.38 - $64.15 $73,503 - $82,176
-1,281 Reduced 7.78%
15,191 $974,000
Q4 2023

Jan 03, 2024
BUY
$50.31 - $58.65 $14,891 - $17,360
296 Added 1.83%
16,472 $962,000
Q3 2023

Oct 18, 2023
BUY
$52.22 - $56.31 $1,671 - $1,801
32 Added 0.2%
16,176 $849,000
Q2 2023

Jul 05, 2023
BUY
$49.75 - $54.44 $3,631 - $3,974
73 Added 0.45%
16,144 $878,000
Q1 2023

Apr 18, 2023
SELL
$46.97 - $51.65 $513,945 - $565,154
-10,942 Reduced 40.51%
16,071 $810,000
Q4 2022

Jan 05, 2023
BUY
$46.29 - $50.41 $15,414 - $16,786
333 Added 1.25%
27,013 $0
Q3 2022

Oct 20, 2022
BUY
N/A
11 Added 0.04%
26,680 $1.18 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-7,669 Reduced 22.33%
26,669 $1.24 Million
Q1 2022

Apr 18, 2022
SELL
N/A
-2,239 Reduced 6.12%
34,338 $1.91 Million
Q4 2021

Jan 26, 2022
SELL
N/A
-925 Reduced 2.47%
36,577 $2.14 Million
Q3 2021

Oct 19, 2021
SELL
N/A
-1,188 Reduced 3.07%
37,502 $1.99 Million
Q2 2021

Jul 22, 2021
SELL
N/A
-3,383 Reduced 8.04%
38,690 $2.05 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-8,782 Reduced 17.27%
42,073 $2.07 Million
Q4 2020

Jan 14, 2021
SELL
N/A
-27,558 Reduced 35.14%
50,855 $2.34 Million
Q3 2020

Oct 19, 2020
SELL
N/A
-3,566 Reduced 4.35%
78,413 $3.21 Million
Q2 2020

Jul 14, 2020
SELL
N/A
-61,058 Reduced 42.69%
81,979 $3.1 Million
Q1 2020

Apr 13, 2020
SELL
N/A
-292,719 Reduced 67.17%
143,037 $4.5 Million
Q4 2019

Jan 15, 2020
BUY
N/A
2,552 Added 0.59%
435,756 $17.4 Million
Q3 2019

Oct 30, 2019
BUY
N/A
20,244 Added 4.9%
433,204 $16.3 Million
Q2 2019

Jul 16, 2019
BUY
N/A
22,784 Added 5.84%
412,960 $15.4 Million
Q1 2019

Apr 17, 2019
SELL
N/A
-4,081 Reduced 1.04%
390,176 $14.1 Million
Q4 2018

Jan 30, 2019
BUY
N/A
394,257 New
394,257 $12.2 Million

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
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