Wealth Advisory Solutions, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Wealth Advisory Solutions, LLC

  • $385 Million
  • Q1 2024

A detailed history of Wealth Advisory Solutions, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 25,470 shares of SPTM stock, worth $1.7 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
25,470
Holding current value
$1.7 Million
% of portfolio
0.42%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$57.38 - $64.15 $1.46 Million - $1.63 Million
25,470 New
25,470 $1.63 Million
Q3 2023

Feb 07, 2024
SELL
$52.22 - $56.31 $9,451 - $10,192
-181 Reduced 0.74%
24,434 $1.28 Million
Q2 2023

Aug 07, 2023
BUY
$49.75 - $54.44 $36,815 - $40,285
740 Added 3.1%
24,615 $1.34 Million
Q1 2023

May 15, 2023
BUY
$46.97 - $51.65 $33,019 - $36,309
703 Added 3.03%
23,875 $1.2 Million
Q4 2022

Feb 10, 2023
SELL
$46.29 - $50.41 $329,769 - $359,120
-7,124 Reduced 23.51%
23,172 $1.1 Million
Q3 2022

Nov 16, 2022
BUY
N/A
2,379 Added 8.52%
30,296 $1.34 Million
Q2 2022

Aug 05, 2022
BUY
N/A
556 Added 2.03%
27,917 $1.3 Million
Q1 2022

May 16, 2022
BUY
N/A
11,448 Added 71.94%
27,361 $1.52 Million
Q3 2021

Nov 03, 2021
BUY
N/A
394 Added 2.54%
15,913 $843,000
Q2 2021

Jul 21, 2021
SELL
N/A
-240 Reduced 1.52%
15,519 $822,000
Q1 2021

May 13, 2021
SELL
N/A
-773 Reduced 4.68%
15,759 $1,000
Q4 2020

Jan 28, 2021
BUY
N/A
257 Added 1.58%
16,532 $761,000
Q3 2020

Dec 29, 2020
SELL
N/A
-319 Reduced 1.92%
16,275 $665,000
Q2 2020

Dec 23, 2020
BUY
N/A
289 Added 1.77%
16,594 $626,000
Q1 2020

Dec 18, 2020
BUY
N/A
4,824 Added 42.02%
16,305 $512,000
Q4 2019

Jan 27, 2021
BUY
N/A
11,481 New
11,481 $457,000

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
  • Sector ETFs
  • Industry ETFs
More about SPTM
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