Wealthcare Advisory Partners LLC Spdr Portfolio S&P 1500 Compos Transaction History

Wealthcare Advisory Partners LLC

$3.54 Billion
Q1 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 2,173,356 shares of SPTM stock, worth $163 Million. This represents 4.15% of its overall portfolio holdings.

Number of Shares

2,173,356

Previous 2,191,824 0.84%

Holding current value

$163 Million

Previous $157 Million 6.17%

% of portfolio

4.15%

Previous 4.48%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$67.03 - $74.61 $1.24 Million - $1.38 Million	-18,468 Reduced 0.84%	2,173,356 $147 Million
Q4 2024 Jan 15, 2025	BUY	$69.3 - $74.3 $2.99 Million - $3.21 Million	43,161 Added 2.01%	2,191,824 $157 Million
Q3 2024 Nov 04, 2024	SELL	$63.28 - $70.06 $451,755 - $500,158	-7,139 Reduced 0.33%	2,148,663 $151 Million
Q2 2024 Aug 09, 2024	BUY	$60.69 - $66.83 $2.59 Million - $2.86 Million	42,726 Added 2.02%	2,155,802 $143 Million
Q1 2024 Apr 15, 2024	BUY	$57.38 - $64.15 $1.66 Million - $1.86 Million	28,977 Added 1.39%	2,113,076 $136 Million
Q4 2023 Feb 06, 2024	SELL	$50.31 - $58.65 $1.03 Million - $1.21 Million	-20,557 Reduced 0.98%	2,084,099 $122 Million
Q3 2023 Oct 12, 2023	SELL	$52.22 - $56.31 $1.86 Million - $2 Million	-35,572 Reduced 1.66%	2,104,656 $110 Million
Q2 2023 Jul 17, 2023	SELL	$49.75 - $54.44 $10.3 Million - $11.3 Million	-206,815 Reduced 8.81%	2,140,228 $117 Million
Q1 2023 May 04, 2023	BUY	$46.97 - $51.65 $5.95 Million - $6.54 Million	126,681 Added 5.71%	2,347,043 $118 Million
Q4 2022 Feb 13, 2023	BUY	$44.09 - $50.41 $13.5 Million - $15.4 Million	305,788 Added 15.97%	2,220,362 $105 Million
Q3 2022 Nov 14, 2022	BUY	$44.11 - $53.04 $15.3 Million - $18.4 Million	346,243 Added 22.08%	1,914,574 $84.5 Million
Q2 2022 Aug 15, 2022	BUY	$45.19 - $56.15 $3.71 Million - $4.61 Million	82,090 Added 5.52%	1,568,331 $72.9 Million
Q1 2022 Apr 15, 2022	SELL	$51.36 - $58.82 $1.89 Million - $2.17 Million	-36,814 Reduced 2.42%	1,486,241 $82.6 Million
Q4 2021 Feb 11, 2022	BUY	$52.99 - $58.74 $1.02 Million - $1.13 Million	19,248 Added 1.28%	1,523,055 $0
Q3 2021 Nov 15, 2021	BUY	$52.32 - $55.93 $6.66 Million - $7.12 Million	127,235 Added 9.24%	1,503,807 $79.7 Million
Q2 2021 Aug 16, 2021	BUY	$49.77 - $52.97 $5.6 Million - $5.96 Million	112,550 Added 8.9%	1,376,572 $72.9 Million
Q1 2021 Apr 30, 2021	BUY	$45.48 - $49.44 $5.89 Million - $6.4 Million	129,436 Added 11.41%	1,264,022 $62.2 Million
Q4 2020 Feb 12, 2021	BUY	$39.96 - $46.09 $6.39 Million - $7.37 Million	159,889 Added 16.4%	1,134,586 $52.3 Million
Q3 2020 Oct 29, 2020	BUY	$37.97 - $43.65 $8.92 Million - $10.3 Million	234,845 Added 31.74%	974,697 $39.9 Million
Q2 2020 Jul 29, 2020	SELL	$29.99 - $39.74 $6.03 Million - $7.99 Million	-201,074 Reduced 21.37%	739,852 $28 Million
Q1 2020 Apr 29, 2020	BUY	$27.12 - $41.81 $25.3 Million - $39 Million	933,435 Added 12460.75%	940,926 $29.6 Million
Q4 2019 Jan 29, 2020	BUY	$35.63 - $39.97 $46,247 - $51,881	1,298 Added 20.96%	7,491 $299,000
Q3 2019 Oct 17, 2019	BUY	$36.53 - $37.33 $4,566 - $4,666	125 Added 2.06%	6,193 $228,000
Q2 2019 Jul 30, 2019	BUY	N/A	4,533 Added 295.31%	6,068 $221,000
Q1 2019 May 13, 2019	SELL	N/A	-80 Reduced 4.95%	1,535 $54,000
Q4 2018 Feb 14, 2019	BUY	N/A	223 Added 16.02%	1,615 $50,000
Q3 2018 Nov 14, 2018	BUY	N/A	257 Added 22.64%	1,392 $50,000
Q2 2018 Aug 14, 2018	BUY	N/A	1,135 New	1,135 $39,000

Others Institutions Holding SPTM

# of Institutions

705

Shares Held

93.1M

Call Options Held

8.6K

Put Options Held

4.1K

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Wealthcare Advisory Partners LLC Spdr Portfolio S&P 1500 Compos Transaction History