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

Wealthcare Advisory Partners LLC

  • $3 Billion
  • Q1 2024

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 2,113,076 shares of SPTM stock, worth $140 Million. This represents 4.51% of its overall portfolio holdings.

Number of Shares
2,113,076
Previous 2,084,099 1.39%
Holding current value
$140 Million
Previous $122 Million 11.28%
% of portfolio
4.51%
Previous 4.88%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$46.29 - $50.41 $14.2 Million - $15.4 Million
305,788 Added 15.97%
2,220,362 $105 Million
Q3 2022

Nov 14, 2022
BUY
N/A
346,243 Added 22.08%
1,914,574 $84.5 Million
Q2 2022

Aug 15, 2022
BUY
N/A
82,090 Added 5.52%
1,568,331 $72.9 Million
Q1 2022

Apr 15, 2022
SELL
N/A
-36,814 Reduced 2.42%
1,486,241 $82.6 Million
Q4 2021

Feb 11, 2022
BUY
N/A
19,248 Added 1.28%
1,523,055 $0
Q3 2021

Nov 15, 2021
BUY
N/A
127,235 Added 9.24%
1,503,807 $79.7 Million
Q2 2021

Aug 16, 2021
BUY
N/A
112,550 Added 8.9%
1,376,572 $72.9 Million
Q1 2021

Apr 30, 2021
BUY
N/A
129,436 Added 11.41%
1,264,022 $62.2 Million
Q4 2020

Feb 12, 2021
BUY
N/A
159,889 Added 16.4%
1,134,586 $52.3 Million
Q3 2020

Oct 29, 2020
BUY
N/A
234,845 Added 31.74%
974,697 $39.9 Million
Q2 2020

Jul 29, 2020
SELL
N/A
-201,074 Reduced 21.37%
739,852 $28 Million
Q1 2020

Apr 29, 2020
BUY
N/A
933,435 Added 12460.75%
940,926 $29.6 Million
Q4 2019

Jan 29, 2020
BUY
N/A
1,298 Added 20.96%
7,491 $299,000
Q3 2019

Oct 17, 2019
BUY
N/A
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
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
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