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 25,750 shares of SPTM stock, worth $1.86 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
25,750
Previous 25,010 2.96%
Holding current value
$1.86 Million
Previous $1.66 Billion 8.71%
% of portfolio
1.07%
Previous 1.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Wrenne Financial Planning LLC Portfolio

Follow Wrenne Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wrenne Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wrenne Financial Planning LLC with notifications on news.