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

Wealth Plan Partners, LLC

  • $966 Billion
  • Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 28,356 shares of SPTM stock, worth $1.9 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
28,356
Previous 26,777 5.9%
Holding current value
$1.9 Million
Previous $1.57 Billion 16.22%
% of portfolio
0.19%
Previous 0.16%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$57.38 - $64.15 $90,603 - $101,292
1,579 Added 5.9%
28,356 $1.82 Billion
Q4 2023

Jan 05, 2024
SELL
$50.31 - $58.65 $3,974 - $4,633
-79 Reduced 0.29%
26,777 $1.57 Billion
Q3 2023

Nov 01, 2023
BUY
$52.22 - $56.31 $14,047 - $15,147
269 Added 1.01%
26,856 $1.41 Billion
Q2 2023

Jul 31, 2023
SELL
$49.75 - $54.44 $64,277 - $70,336
-1,292 Reduced 4.63%
26,587 $1.45 Billion
Q1 2023

May 10, 2023
BUY
$46.97 - $51.65 $10,333 - $11,363
220 Added 0.8%
27,879 $1.41 Billion
Q4 2022

Feb 16, 2023
BUY
$46.29 - $50.41 $73,045 - $79,546
1,578 Added 6.05%
27,659 $1.41 Billion
Q1 2022

May 03, 2022
SELL
N/A
-2,198 Reduced 7.77%
26,081 $1.33 Million
Q4 2021

Feb 01, 2022
BUY
N/A
597 Added 2.16%
28,279 $1.56 Million
Q3 2021

Dec 09, 2021
BUY
N/A
846 Added 3.15%
27,682 $0
Q2 2021

Aug 19, 2021
BUY
N/A
1,451 Added 5.72%
26,836 $1.47 Million
Q1 2021

May 11, 2021
BUY
N/A
257 Added 1.02%
25,385 $1.31 Million
Q4 2020

Feb 09, 2021
SELL
N/A
-5,035 Reduced 16.69%
25,128 $1.2 Million
Q3 2020

Dec 18, 2020
SELL
N/A
-184,167 Reduced 85.93%
30,163 $1.31 Million
Q2 2020

Aug 19, 2020
BUY
N/A
9,546 Added 4.66%
214,330 $8.84 Million
Q1 2020

May 15, 2020
SELL
N/A
-211,439 Reduced 50.8%
204,784 $7.1 Million
Q4 2019

Feb 14, 2020
BUY
N/A
140,705 Added 51.07%
416,223 $17.4 Million
Q3 2019

Nov 15, 2019
BUY
N/A
12,735 Added 4.85%
275,518 $10.5 Million
Q2 2019

Aug 19, 2019
BUY
N/A
3,012 Added 1.16%
262,783 $9.54 Million
Q1 2019

May 16, 2019
BUY
N/A
7,468 Added 2.96%
259,771 $9.22 Million
Q4 2018

Feb 20, 2019
BUY
N/A
4,201 Added 1.69%
252,303 $8.75 Million
Q3 2018

Nov 21, 2018
BUY
N/A
72,166 Added 41.02%
248,102 $8.11 Million
Q2 2018

Aug 16, 2018
SELL
N/A
-1,693 Reduced 0.95%
175,936 $5.98 Million
Q1 2018

May 16, 2018
BUY
N/A
177,629 New
177,629 $5.83 Million

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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