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

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wealthsource Partners, LLC holds 18,017 shares of SPTM stock, worth $1.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
18,017
Previous 14,276 26.2%
Holding current value
$1.3 Million
Previous $749,000 40.59%
% of portfolio
0.07%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$50.31 - $58.65 $188,209 - $219,409
3,741 Added 26.2%
18,017 $1.05 Million
Q3 2023

Nov 09, 2023
BUY
$52.22 - $56.31 $11,018 - $11,881
211 Added 1.5%
14,276 $749,000
Q2 2023

Aug 14, 2023
SELL
$49.75 - $54.44 $81,689 - $89,390
-1,642 Reduced 10.45%
14,065 $765,000
Q1 2023

May 15, 2023
BUY
$46.97 - $51.65 $110,567 - $121,584
2,354 Added 17.63%
15,707 $792,000
Q4 2022

Feb 09, 2023
BUY
$44.09 - $50.41 $588,733 - $673,124
13,353 New
13,353 $631,000
Q4 2019

Feb 12, 2020
SELL
$35.63 - $39.97 $2.48 Million - $2.78 Million
-69,564 Closed
0 $0
Q3 2019

Nov 15, 2019
SELL
$36.53 - $37.33 $981,159 - $1 Million
-26,859 Reduced 27.86%
69,564 $2.56 Million
Q2 2019

Aug 09, 2019
BUY
N/A
61,524 Added 176.29%
96,423 $3.52 Million
Q1 2019

May 16, 2019
SELL
N/A
-2,548 Reduced 6.8%
34,899 $1.23 Million
Q4 2018

Feb 06, 2019
SELL
N/A
-3,425 Reduced 8.38%
37,447 $1.16 Million
Q3 2018

Nov 13, 2018
BUY
N/A
22,025 Added 116.86%
40,872 $1.48 Million
Q2 2018

Aug 14, 2018
BUY
N/A
2,486 Added 15.19%
18,847 $641,000
Q1 2018

Apr 16, 2018
BUY
N/A
16,361 New
16,361 $537,000

Others Institutions Holding SPTM

# of Institutions
629
Shares Held
85.1M
Call Options Held
949K
Put Options Held
700
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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