Wiser Wealth Management, Inc Spdr Portfolio S&P 1500 Compos Transaction History

Wiser Wealth Management, Inc

$354 Million
Q4 2024

A detailed history of Wiser Wealth Management, Inc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 9,679 shares of SPTM stock, worth $654,203. This represents 0.2% of its overall portfolio holdings.

Number of Shares

9,679

Previous 9,944 2.66%

Holding current value

$654,203

Previous $696,000 0.72%

% of portfolio

0.2%

Previous 0.2%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$69.3 - $74.3 $18,364 - $19,689	-265 Reduced 2.66%	9,679 $691,000
Q3 2024 Oct 03, 2024	SELL	$63.28 - $70.06 $11,263 - $12,470	-178 Reduced 1.76%	9,944 $696,000
Q2 2024 Jul 22, 2024	SELL	$60.69 - $66.83 $11,713 - $12,898	-193 Reduced 1.87%	10,122 $671,000
Q1 2024 Apr 19, 2024	SELL	$57.38 - $64.15 $28,804 - $32,203	-502 Reduced 4.64%	10,315 $661,000
Q4 2023 Jan 05, 2024	SELL	$50.31 - $58.65 $1.86 Million - $2.16 Million	-36,874 Reduced 77.32%	10,817 $632,000
Q3 2023 Oct 19, 2023	SELL	$52.22 - $56.31 $67,990 - $73,315	-1,302 Reduced 2.66%	47,691 $2.5 Million
Q2 2023 Aug 01, 2023	SELL	$49.75 - $54.44 $47,809 - $52,316	-961 Reduced 1.92%	48,993 $2.67 Million
Q1 2023 May 05, 2023	SELL	$46.97 - $51.65 $137,481 - $151,179	-2,927 Reduced 5.54%	49,954 $2.52 Million
Q4 2022 Feb 03, 2023	SELL	$44.09 - $50.41 $1,939 - $2,218	-44 Reduced 0.08%	52,881 $2.5 Million
Q3 2022 Oct 11, 2022	SELL	$44.11 - $53.04 $7,101 - $8,539	-161 Reduced 0.3%	52,925 $2.34 Million
Q2 2022 Jul 14, 2022	SELL	$45.19 - $56.15 $80,709 - $100,283	-1,786 Reduced 3.25%	53,086 $2.47 Million
Q1 2022 May 11, 2022	SELL	$51.36 - $58.82 $8,371 - $9,587	-163 Reduced 0.3%	54,872 $3.05 Million
Q4 2021 Jan 27, 2022	SELL	$52.99 - $58.74 $114,723 - $127,172	-2,165 Reduced 3.78%	55,035 $3.22 Million
Q3 2021 Oct 13, 2021	SELL	$52.32 - $55.93 $153,454 - $164,042	-2,933 Reduced 4.88%	57,200 $3.03 Million
Q2 2021 Aug 04, 2021	SELL	$49.77 - $52.97 $38,472 - $40,945	-773 Reduced 1.27%	60,133 $3.19 Million
Q1 2021 Apr 14, 2021	SELL	$45.48 - $49.44 $259,145 - $281,709	-5,698 Reduced 8.56%	60,906 $3 Million
Q4 2020 Feb 09, 2021	BUY	$39.96 - $46.09 $2.66 Million - $3.07 Million	66,604 New	66,604 $3.07 Million

Others Institutions Holding SPTM

# of Institutions

681

Shares Held

93.9M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Wiser Wealth Management, Inc Spdr Portfolio S&P 1500 Compos Transaction History