Wealth Plan Investment Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 26,553 shares of SPTM stock, worth $1.92 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

26,553

Previous 30,504 12.95%

Holding current value

$1.92 Million

Previous $2.18 Million 17.13%

% of portfolio

0.19%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$67.03 - $74.61 $264,835 - $294,784	-3,951 Reduced 12.95%	26,553 $1.81 Million
Q4 2024 Jan 30, 2025	BUY	$69.3 - $74.3 $1.49 Million - $1.59 Million	21,438 Added 236.47%	30,504 $2.18 Million
Q3 2024 Nov 05, 2024	BUY	$63.28 - $70.06 $573,696 - $635,163	9,066 New	9,066 $635,000
Q3 2023 Nov 09, 2023	BUY	$52.22 - $56.31 $1.4 Million - $1.51 Million	26,856 New	26,856 $1.41 Million
Q4 2022 Feb 15, 2023	BUY	$44.09 - $50.41 $15,828 - $18,097	359 Added 1.32%	27,659 $1.31 Million
Q3 2022 Dec 12, 2022	BUY	$44.11 - $53.04 $53,770 - $64,655	1,219 Added 4.67%	27,300 $1.33 Million
Q1 2022 Sep 07, 2022	BUY	$51.36 - $58.82 $1.34 Million - $1.53 Million	26,081 New	26,081 $1.33 Million

Others Institutions Holding SPTM

# of Institutions

701

Shares Held

92.4M

Call Options Held

8.6K

Put Options Held

4.1K

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Wealth Plan Investment Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History