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

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,578,299 shares of SPTM stock, worth $106 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

1,578,299

Previous 1,664,184 5.16%

Holding current value

$106 Million

Previous $119 Million 10.26%

% of portfolio

0.22%

Previous 0.24%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$67.03 - $74.61 $5.76 Million - $6.41 Million	-85,885 Reduced 5.16%	1,578,299 $107 Million
Q4 2024 Mar 17, 2025	SELL	$69.3 - $74.3 $2.32 Million - $2.49 Million	-33,507 Reduced 1.97%	1,664,184 $119 Million
Q4 2024 Jan 10, 2025	BUY	$69.3 - $74.3 $1.74 Million - $1.87 Million	25,133 Added 1.5%	1,697,691 $121 Million
Q3 2024 Oct 23, 2024	SELL	$63.28 - $70.06 $4.39 Million - $4.86 Million	-69,382 Reduced 3.98%	1,672,558 $117 Million
Q2 2024 Jul 16, 2024	SELL	$60.69 - $66.83 $12.4 Million - $13.7 Million	-204,351 Reduced 10.5%	1,741,940 $116 Million
Q1 2024 Apr 15, 2024	SELL	$57.38 - $64.15 $147 Million - $164 Million	-2,556,772 Reduced 56.78%	1,946,291 $125 Million
Q4 2023 Jan 30, 2024	SELL	$50.31 - $58.65 $33.7 Million - $39.2 Million	-668,961 Reduced 12.93%	4,503,063 $263 Million
Q3 2023 Nov 13, 2023	BUY	$52.22 - $56.31 $72.1 Million - $77.8 Million	1,381,525 Added 36.45%	5,172,024 $271 Million
Q2 2023 Jul 21, 2023	BUY	$49.75 - $54.44 $26.6 Million - $29.1 Million	534,527 Added 16.42%	3,790,499 $206 Million
Q1 2023 Apr 25, 2023	BUY	$46.97 - $51.65 $2.59 Million - $2.85 Million	55,104 Added 1.72%	3,255,972 $164 Million
Q4 2022 Feb 01, 2023	SELL	$44.09 - $50.41 $6.29 Million - $7.19 Million	-142,564 Reduced 4.26%	3,200,868 $151 Million
Q3 2022 Oct 17, 2022	BUY	$44.11 - $53.04 $7.1 Million - $8.53 Million	160,899 Added 5.06%	3,343,432 $150 Million
Q2 2022 Jul 18, 2022	BUY	$45.19 - $56.15 $8.76 Million - $10.9 Million	193,916 Added 6.49%	3,182,533 $152 Million
Q1 2022 Apr 18, 2022	BUY	$51.36 - $58.82 $3.43 Million - $3.93 Million	66,843 Added 2.29%	2,988,617 $168 Million
Q4 2021 Feb 08, 2022	SELL	$52.99 - $58.74 $9.08 Million - $10.1 Million	-171,404 Reduced 5.54%	2,921,774 $161 Million
Q3 2021 Nov 03, 2021	BUY	$52.32 - $55.93 $32.4 Million - $34.6 Million	618,331 Added 24.98%	3,093,178 $174 Million
Q2 2021 Aug 10, 2021	BUY	$49.77 - $52.97 $14.3 Million - $15.2 Million	287,122 Added 13.12%	2,474,847 $133 Million
Q1 2021 May 12, 2021	BUY	$45.48 - $49.44 $2.1 Million - $2.28 Million	46,174 Added 2.16%	2,187,725 $110 Million
Q4 2020 Feb 10, 2021	BUY	$39.96 - $46.09 $4.59 Million - $5.29 Million	114,837 Added 5.67%	2,141,551 $99.6 Million
Q3 2020 Nov 12, 2020	BUY	$37.97 - $43.65 $2.07 Million - $2.38 Million	54,635 Added 2.77%	2,026,714 $87.4 Million
Q2 2020 Oct 13, 2020	BUY	$29.99 - $39.74 $59.1 Million - $78.4 Million	1,972,079 New	1,972,079 $78.8 Million
Q2 2020 Aug 10, 2020	SELL	$29.99 - $39.74 $29.3 Million - $38.9 Million	-978,082 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$27.12 - $41.81 $6.36 Million - $9.8 Million	234,354 Added 31.51%	978,082 $34.1 Million
Q4 2019 Feb 05, 2020	BUY	$35.63 - $39.97 $4.06 Million - $4.56 Million	113,993 Added 18.1%	743,728 $29.6 Million
Q3 2019 Nov 06, 2019	BUY	$36.53 - $37.33 $13.5 Million - $13.8 Million	370,271 Added 142.71%	629,735 $23.1 Million
Q2 2019 Aug 02, 2019	BUY	N/A	176,902 Added 214.27%	259,464 $9.72 Million
Q1 2019 Apr 30, 2019	BUY	N/A	24,577 Added 42.39%	82,562 $3.01 Million
Q4 2018 Feb 04, 2019	BUY	N/A	21,121 Added 57.29%	57,985 $1.92 Million
Q3 2018 Nov 02, 2018	BUY	N/A	9,442 Added 34.43%	36,864 $1.23 Million
Q2 2018 Jul 30, 2018	BUY	N/A	15,818 Added 136.32%	27,422 $956,000
Q1 2018 Apr 26, 2018	BUY	N/A	11,604 New	11,604 $385,000

Others Institutions Holding SPTM

# of Institutions

687

Shares Held

89.7M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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