Wcg Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 31,619 shares of SPTM stock, worth $2.53 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

31,619

Previous 17,654 79.1%

Holding current value

$2.53 Million

Previous $1.2 Million 97.25%

% of portfolio

0.17%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$60.34 - $74.89 $842,648 - $1.05 Million	13,965 Added 79.1%	31,619 $2.37 Million
Q1 2025 May 14, 2025	SELL	$67.03 - $74.61 $1,206 - $1,342	-18 Reduced 0.1%	17,654 $1.2 Million
Q4 2024 Feb 18, 2025	SELL	$69.3 - $74.3 $110,048 - $117,988	-1,588 Reduced 8.25%	17,672 $1.26 Million
Q3 2024 Nov 13, 2024	BUY	$63.28 - $70.06 $2,531 - $2,802	40 Added 0.21%	19,260 $1.35 Million
Q2 2024 Aug 12, 2024	SELL	$60.69 - $66.83 $181,705 - $200,089	-2,994 Reduced 13.48%	19,220 $1.28 Million
Q1 2024 May 13, 2024	SELL	$57.38 - $64.15 $173,459 - $193,925	-3,023 Reduced 11.98%	22,214 $1.43 Million
Q4 2023 Feb 08, 2024	SELL	$50.31 - $58.65 $9,055 - $10,557	-180 Reduced 0.71%	25,237 $1.48 Million
Q3 2023 Nov 09, 2023	BUY	$52.22 - $56.31 $1.33 Million - $1.43 Million	25,417 New	25,417 $1.33 Million

Others Institutions Holding SPTM

# of Institutions

737

Shares Held

94.9M

Call Options Held

24.2K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Wcg Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History