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

Wiser Wealth Management, Inc

  • $353 Million
  • Q1 2025

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 8,037 shares of SPTM stock, worth $541,211. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,037
Previous 9,679 16.96%
Holding current value
$541,211
Previous $691,000 21.42%
% of portfolio
0.15%
Previous 0.2%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$67.03 - $74.61 $110,063 - $122,509
-1,642 Reduced 16.96%
8,037 $543,000
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
686
Shares Held
89.7M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
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More about SPTM
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