Wise Wealth Partners Spdr Portfolio S&P 1500 Compos Transaction History

Wise Wealth Partners

$40.5 Billion
Q4 2024

A detailed history of Wise Wealth Partners transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wise Wealth Partners holds 7,589 shares of SPTM stock, worth $512,940. This represents 1.34% of its overall portfolio holdings.

Number of Shares

7,589

Holding current value

$512,940

% of portfolio

1.34%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$69.3 - $74.3 $525,917 - $563,862	7,589 New	7,589 $542 Million

Others Institutions Holding SPTM

# of Institutions

681

Shares Held

93.5M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.4M
Shares

$568 Million
0.25% of portfolio
Huntington National Bank Columbus, OH

3.47M
Shares

$235 Million
1.8% of portfolio
Cwm, LLC

3.36M
Shares

$227 Million
1.0% of portfolio
Private Advisor Group, LLC

3.03M
Shares

$205 Million
1.24% of portfolio
Envestnet Asset Management Inc

2.66M
Shares

$180 Million
0.06% of portfolio

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

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Wise Wealth Partners Spdr Portfolio S&P 1500 Compos Transaction History