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

Wj Wealth Management, LLC

$270 Million
Q2 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 4,444 shares of SPTM stock, worth $362,008. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,444

Previous 4,670 4.84%

Holding current value

$362,008

Previous $317,000 4.73%

% of portfolio

0.12%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$60.34 - $74.89 $13,636 - $16,925	-226 Reduced 4.84%	4,444 $332,000
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

724

Shares Held

94.8M

Call Options Held

24.2K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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