Western Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Western Wealth Management, LLC

  • $1.27 Billion
  • Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Western Wealth Management, LLC holds 99,592 shares of SPTM stock, worth $6.65 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
99,592
Previous 95,122 4.7%
Holding current value
$6.65 Million
Previous $5.56 Million 14.91%
% of portfolio
0.5%
Previous 0.4%

Shares

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

May 02, 2024
BUY
$57.38 - $64.15 $256,488 - $286,750
4,470 Added 4.7%
99,592 $6.39 Million
Q4 2023

Jan 31, 2024
BUY
$50.31 - $58.65 $272,126 - $317,237
5,409 Added 6.03%
95,122 $5.56 Million
Q3 2023

Nov 07, 2023
BUY
$52.22 - $56.31 $715,048 - $771,052
13,693 Added 18.01%
89,713 $4.71 Million
Q2 2023

Aug 30, 2023
BUY
$49.75 - $54.44 $108,007 - $118,189
2,171 Added 2.94%
76,020 $4.14 Million
Q1 2023

Aug 30, 2023
BUY
$46.97 - $51.65 $39,454 - $43,386
840 Added 1.15%
73,849 $3.72 Million
Q4 2022

Feb 02, 2023
SELL
$46.29 - $50.41 $2.59 Million - $2.82 Million
-55,973 Reduced 43.4%
73,009 $3.45 Million
Q3 2022

Nov 04, 2022
BUY
N/A
29,082 Added 29.11%
128,982 $5.68 Million
Q2 2022

Jul 18, 2022
BUY
N/A
2,130 Added 2.18%
99,900 $4.64 Million
Q1 2022

May 10, 2022
BUY
N/A
53,117 Added 118.96%
97,770 $5.43 Million
Q4 2021

Feb 14, 2022
BUY
N/A
11,199 Added 33.48%
44,653 $2.61 Million
Q2 2021

Aug 09, 2021
BUY
N/A
24,452 Added 271.63%
33,454 $1.77 Million
Q1 2021

May 14, 2021
BUY
N/A
188 Added 2.13%
9,002 $443,000
Q4 2020

Feb 10, 2021
BUY
N/A
8,814 New
8,814 $406,000

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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