Wt Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History

Wt Wealth Management

$240 Million
Q4 2023

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 19, 2023	BUY	$46.97 - $51.65 $190,604 - $209,595	4,058 New	4,058 $204,000
Q3 2022 Oct 20, 2022	SELL	N/A	-1 Reduced 0.02%	5,625 $248,000
Q2 2022 Jul 26, 2022	SELL	N/A	-5,725 Reduced 50.44%	5,626 $261,000
Q1 2022 May 06, 2022	SELL	N/A	-903 Reduced 7.37%	11,351 $631,000
Q4 2021 Jan 19, 2022	SELL	N/A	-810 Reduced 6.2%	12,254 $716,000

Q3 2021 Oct 15, 2021	SELL	N/A	-329 Reduced 2.46%	13,064 $692,000
Q2 2021 Jul 19, 2021	SELL	N/A	-813 Reduced 5.72%	13,393 $709,000
Q1 2021 Apr 29, 2021	SELL	N/A	-527 Reduced 3.58%	14,206 $699,000
Q4 2020 Feb 01, 2021	SELL	N/A	-190 Reduced 1.27%	14,733 $679,000
Q3 2020 Oct 30, 2020	SELL	N/A	-9,105 Reduced 37.89%	14,923 $610,000
Q2 2020 Aug 04, 2020	BUY	N/A	24,028 New	24,028 $907,000
Q1 2020 May 13, 2020	SELL	N/A	-29,300 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	N/A	29,300 New	29,300 $1.17 Million

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.6M

Call Options Held

131K

Put Options Held

100

About SPDR PORTFOLIO S&P 1500 COMPOS

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