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

Wj Wealth Management, LLC

  • $245 Million
  • Q1 2025

A detailed history of Wj Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wj Wealth Management, LLC holds 4,670 shares of SPTM stock, worth $314,477. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,670
Previous 4,674 0.09%
Holding current value
$314,477
Previous $333,000 4.8%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Apr 24, 2025
SELL
$67.03 - $74.61 $268 - $298
-4 Reduced 0.09%
4,670 $317,000
Q2 2024

Aug 09, 2024
SELL
$60.69 - $66.83 $121 - $133
-2 Reduced 0.04%
4,674 $310,000
Q4 2023

Jan 12, 2024
BUY
$50.31 - $58.65 $201 - $234
4 Added 0.09%
4,676 $273,000
Q2 2023

Jul 11, 2023
BUY
$49.75 - $54.44 $232,432 - $254,343
4,672 New
4,672 $254,000
Q4 2022

Feb 15, 2023
SELL
$44.09 - $50.41 $104,052 - $118,967
-2,360 Reduced 32.19%
4,972 $235,000
Q3 2022

Oct 18, 2022
BUY
$44.11 - $53.04 $323,414 - $388,889
7,332 New
7,332 $323,000

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
  • Industry ETFs
More about SPTM
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