Wellington Wealth Strategies, Llc. Spdr Portfolio S&P 1500 Compos Transaction History

Wellington Wealth Strategies, Llc.

  • $110 Billion
  • Q4 2024

A detailed history of Wellington Wealth Strategies, Llc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 8,395 shares of SPTM stock, worth $681,422. This represents 0.57% of its overall portfolio holdings.

Number of Shares
8,395
Previous 25,688 67.32%
Holding current value
$681,422
Previous $1.78 Billion 65.04%
% of portfolio
0.57%
Previous 1.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$69.3 - $74.3 $1.2 Million - $1.28 Million
-17,293 Reduced 67.32%
8,395 $623 Million
Q3 2024

Nov 12, 2024
BUY
$63.28 - $70.06 $1.63 Million - $1.8 Million
25,688 New
25,688 $1.78 Billion
Q1 2024

May 14, 2024
SELL
$57.38 - $64.15 $1.65 Million - $1.85 Million
-28,787 Reduced 50.27%
28,473 $1.83 Billion
Q4 2020

Feb 14, 2024
BUY
$39.96 - $46.09 $2.29 Million - $2.64 Million
57,260 New
57,260 $3.35 Billion

Others Institutions Holding SPTM

# of Institutions
760
Shares Held
98.3M
Call Options Held
46.9K
Put Options Held
0
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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