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

Wealth Enhancement Advisory Services, LLC

  • $37 Billion
  • Q1 2024

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 1,946,291 shares of SPTM stock, worth $129 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,946,291
Previous 4,503,063 56.78%
Holding current value
$129 Million
Previous $263 Million 52.56%
% of portfolio
0.34%
Previous 0.78%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$46.29 - $50.41 $6.6 Million - $7.19 Million
-142,564 Reduced 4.26%
3,200,868 $151 Million
Q3 2022

Oct 17, 2022
BUY
N/A
160,899 Added 5.06%
3,343,432 $150 Million
Q2 2022

Jul 18, 2022
BUY
N/A
193,916 Added 6.49%
3,182,533 $152 Million
Q1 2022

Apr 18, 2022
BUY
N/A
66,843 Added 2.29%
2,988,617 $168 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-171,404 Reduced 5.54%
2,921,774 $161 Million
Q3 2021

Nov 03, 2021
BUY
N/A
618,331 Added 24.98%
3,093,178 $174 Million
Q2 2021

Aug 10, 2021
BUY
N/A
287,122 Added 13.12%
2,474,847 $133 Million
Q1 2021

May 12, 2021
BUY
N/A
46,174 Added 2.16%
2,187,725 $110 Million
Q4 2020

Feb 10, 2021
BUY
N/A
114,837 Added 5.67%
2,141,551 $99.6 Million
Q3 2020

Nov 12, 2020
BUY
N/A
54,635 Added 2.77%
2,026,714 $87.4 Million
Q2 2020

Oct 13, 2020
BUY
N/A
1,972,079 New
1,972,079 $78.8 Million
Q2 2020

Aug 10, 2020
SELL
N/A
-978,082 Closed
0 $0
Q1 2020

May 01, 2020
BUY
N/A
234,354 Added 31.51%
978,082 $34.1 Million
Q4 2019

Feb 05, 2020
BUY
N/A
113,993 Added 18.1%
743,728 $29.6 Million
Q3 2019

Nov 06, 2019
BUY
N/A
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
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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