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

Wellington Wealth Strategies, Llc.

  • $215 Billion
  • Q1 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 28,473 shares of SPTM stock, worth $1.9 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
28,473
Previous 57,260 50.27%
Holding current value
$1.9 Million
Previous $3.35 Billion 45.42%
% of portfolio
0.85%
Previous 2.83%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
57,260 New
57,260 $3.35 Billion

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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