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 $699,307. This represents 0.2% of its overall portfolio holdings.

Number of Shares

9,679

Previous 9,944 2.66%

Holding current value

$699,307

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

676

Shares Held

93.6M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wiser Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Wealth Management, Inc with notifications on news.

Account

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