Weitzel Financial Services, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Weitzel Financial Services, Inc.

$213 Million
Q1 2025

A detailed history of Weitzel Financial Services, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 652,736 shares of SPTM stock, worth $48.6 Million. This represents 20.83% of its overall portfolio holdings.

Number of Shares

652,736

Previous 664,994 1.84%

Holding current value

$48.6 Million

Previous $47.5 Million 6.54%

% of portfolio

20.83%

Previous 22.5%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$67.03 - $74.61 $821,653 - $914,569	-12,258 Reduced 1.84%	652,736 $44.4 Million
Q4 2024 Feb 14, 2025	SELL	$69.3 - $74.3 $717,948 - $769,748	-10,360 Reduced 1.53%	664,994 $47.5 Million
Q3 2024 Oct 31, 2024	SELL	$63.28 - $70.06 $322,348 - $356,885	-5,094 Reduced 0.75%	675,354 $47.3 Million
Q2 2024 Aug 06, 2024	SELL	$60.69 - $66.83 $237,783 - $261,839	-3,918 Reduced 0.57%	680,448 $45.1 Million
Q1 2024 Apr 10, 2024	SELL	$57.38 - $64.15 $28,001 - $31,305	-488 Reduced 0.07%	684,366 $43.9 Million
Q4 2023 Feb 14, 2024	SELL	$50.31 - $58.65 $824,228 - $960,862	-16,383 Reduced 2.34%	684,854 $40 Million
Q3 2023 Nov 09, 2023	SELL	$52.22 - $56.31 $597,187 - $643,961	-11,436 Reduced 1.6%	701,237 $36.8 Million
Q2 2023 Jul 07, 2023	BUY	$49.75 - $54.44 $259,048 - $283,469	5,207 Added 0.74%	712,673 $38.8 Million
Q1 2023 Apr 05, 2023	SELL	$46.97 - $51.65 $37,622 - $41,371	-801 Reduced 0.11%	707,466 $35.7 Million
Q4 2022 Feb 10, 2023	BUY	$44.09 - $50.41 $791,459 - $904,909	17,951 Added 2.6%	708,267 $33.5 Million
Q3 2022 Oct 21, 2022	SELL	$44.11 - $53.04 $202,420 - $243,400	-4,589 Reduced 0.66%	690,316 $0
Q2 2022 Jul 11, 2022	SELL	$45.19 - $56.15 $11,930 - $14,823	-264 Reduced 0.04%	694,905 $0
Q1 2022 Apr 07, 2022	BUY	$51.36 - $58.82 $18 Million - $20.6 Million	349,794 Added 101.28%	695,169 $0
Q4 2021 Jan 13, 2022	BUY	$52.99 - $58.74 $325,835 - $361,192	6,149 Added 1.81%	345,375 $14.5 Billion
Q3 2021 Oct 07, 2021	SELL	$52.32 - $55.93 $683 Million - $730 Million	-13,048,263 Reduced 97.47%	339,226 $13.4 Billion
Q2 2021 Jul 27, 2021	BUY	$49.77 - $52.97 $633 Million - $673 Million	12,708,730 Added 1872.35%	13,387,489 $338 Million
Q1 2021 May 14, 2021	BUY	$45.48 - $49.44 $609,432 - $662,496	13,400 Added 2.01%	678,759 $34.1 Million
Q4 2020 Feb 22, 2021	BUY	$39.96 - $46.09 $26.6 Million - $30.7 Million	665,359 New	665,359 $32.4 Million

Others Institutions Holding SPTM

# of Institutions

700

Shares Held

92.4M

Call Options Held

8.6K

Put Options Held

4.1K

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Weitzel Financial Services, Inc. Spdr Portfolio S&P 1500 Compos Transaction History