Wrenne Financial Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History

Wrenne Financial Planning LLC

$188 Billion
Q1 2025

A detailed history of Wrenne Financial Planning LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 25,254 shares of SPTM stock, worth $1.7 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

25,254

Previous 25,324 0.28%

Holding current value

$1.7 Million

Previous $1.81 Billion 5.05%

% of portfolio

0.91%

Previous 1.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$67.03 - $74.61 $4,692 - $5,222	-70 Reduced 0.28%	25,254 $1.72 Billion
Q4 2024 Feb 10, 2025	SELL	$69.3 - $74.3 $29,521 - $31,651	-426 Reduced 1.65%	25,324 $1.81 Billion
Q3 2024 Nov 12, 2024	BUY	$63.28 - $70.06 $46,827 - $51,844	740 Added 2.96%	25,750 $1.8 Billion
Q2 2024 Aug 07, 2024	SELL	$60.69 - $66.83 $21,605 - $23,791	-356 Reduced 1.4%	25,010 $1.66 Billion
Q1 2024 May 13, 2024	BUY	$57.38 - $64.15 $1.46 Million - $1.63 Million	25,366 New	25,366 $1.63 Billion
Q4 2023 Jul 11, 2024	BUY	$50.31 - $58.65 $100,167 - $116,772	1,991 Added 7.85%	27,357 $1.6 Billion

Others Institutions Holding SPTM

# of Institutions

700

Shares Held

92.2M

Call Options Held

8.6K

Put Options Held

4.1K

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Wrenne Financial Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History