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

Wealth Advisory Solutions, LLC

  • $357 Million
  • Q4 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 31,599 shares of SPTM stock, worth $2.13 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
31,599
Previous 27,713 14.02%
Holding current value
$2.13 Million
Previous $1.94 Million 16.28%
% of portfolio
0.63%
Previous 0.53%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$69.3 - $74.3 $269,299 - $288,729
3,886 Added 14.02%
31,599 $2.26 Million
Q3 2024

Oct 21, 2024
BUY
$63.28 - $70.06 $111,562 - $123,515
1,763 Added 6.79%
27,713 $1.94 Million
Q2 2024

Jul 26, 2024
BUY
$60.69 - $66.83 $29,131 - $32,078
480 Added 1.88%
25,950 $1.72 Million
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
$44.09 - $50.41 $314,097 - $359,120
-7,124 Reduced 23.51%
23,172 $1.1 Million
Q3 2022

Nov 16, 2022
BUY
$44.11 - $53.04 $104,937 - $126,182
2,379 Added 8.52%
30,296 $1.34 Million
Q2 2022

Aug 05, 2022
BUY
$45.19 - $56.15 $25,125 - $31,219
556 Added 2.03%
27,917 $1.3 Million
Q1 2022

May 16, 2022
BUY
$51.36 - $58.82 $587,969 - $673,371
11,448 Added 71.94%
27,361 $1.52 Million
Q3 2021

Nov 03, 2021
BUY
$52.32 - $55.93 $20,614 - $22,036
394 Added 2.54%
15,913 $843,000
Q2 2021

Jul 21, 2021
SELL
$49.77 - $52.97 $11,944 - $12,712
-240 Reduced 1.52%
15,519 $822,000
Q1 2021

May 13, 2021
SELL
$45.48 - $49.44 $35,156 - $38,217
-773 Reduced 4.68%
15,759 $1,000
Q4 2020

Jan 28, 2021
BUY
$39.96 - $46.09 $10,269 - $11,845
257 Added 1.58%
16,532 $761,000
Q3 2020

Dec 29, 2020
SELL
$37.97 - $43.65 $12,112 - $13,924
-319 Reduced 1.92%
16,275 $665,000
Q2 2020

Dec 23, 2020
BUY
$29.99 - $39.74 $8,667 - $11,484
289 Added 1.77%
16,594 $626,000
Q1 2020

Dec 18, 2020
BUY
$27.12 - $41.81 $130,826 - $201,691
4,824 Added 42.02%
16,305 $512,000
Q4 2019

Jan 27, 2021
BUY
$35.63 - $39.97 $409,068 - $458,895
11,481 New
11,481 $457,000

Others Institutions Holding SPTM

# of Institutions
682
Shares Held
89.9M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Wealth Advisory Solutions, LLC Portfolio

Follow Wealth Advisory Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisory Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email