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

Wt Wealth Management

$391 Million
Q3 2024

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	$44.11 - $53.04 $44 - $53	-1 Reduced 0.02%	5,625 $248,000
Q2 2022 Jul 26, 2022	SELL	$45.19 - $56.15 $258,712 - $321,458	-5,725 Reduced 50.44%	5,626 $261,000
Q1 2022 May 06, 2022	SELL	$51.36 - $58.82 $46,378 - $53,114	-903 Reduced 7.37%	11,351 $631,000
Q4 2021 Jan 19, 2022	SELL	$52.99 - $58.74 $42,921 - $47,579	-810 Reduced 6.2%	12,254 $716,000
Q3 2021 Oct 15, 2021	SELL	$52.32 - $55.93 $17,213 - $18,400	-329 Reduced 2.46%	13,064 $692,000
Q2 2021 Jul 19, 2021	SELL	$49.77 - $52.97 $40,463 - $43,064	-813 Reduced 5.72%	13,393 $709,000
Q1 2021 Apr 29, 2021	SELL	$45.48 - $49.44 $23,967 - $26,054	-527 Reduced 3.58%	14,206 $699,000
Q4 2020 Feb 01, 2021	SELL	$39.96 - $46.09 $7,592 - $8,757	-190 Reduced 1.27%	14,733 $679,000
Q3 2020 Oct 30, 2020	SELL	$37.97 - $43.65 $345,716 - $397,433	-9,105 Reduced 37.89%	14,923 $610,000
Q2 2020 Aug 04, 2020	BUY	$29.99 - $39.74 $720,599 - $954,872	24,028 New	24,028 $907,000
Q1 2020 May 13, 2020	SELL	$27.12 - $41.81 $794,616 - $1.23 Million	-29,300 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$35.63 - $39.97 $1.04 Million - $1.17 Million	29,300 New	29,300 $1.17 Million

Others Institutions Holding SPTM

# of Institutions

629

Shares Held

85M

Call Options Held

949K

Put Options Held

700

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