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

Bip Wealth, LLC

$1.49 Trillion
Q4 2024

A detailed history of Bip Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Bip Wealth, LLC holds 218,570 shares of SPTM stock, worth $15.9 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

218,570

Previous 224,296 2.55%

Holding current value

$15.9 Million

Previous $15.7 Billion 0.67%

% of portfolio

1.04%

Previous 1.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$69.3 - $74.3 $396,811 - $425,441	-5,726 Reduced 2.55%	218,570 $15.6 Billion
Q3 2024 Nov 07, 2024	BUY	$63.28 - $70.06 $1.79 Million - $1.98 Million	28,243 Added 14.41%	224,296 $15.7 Billion
Q2 2024 Aug 08, 2024	SELL	$60.69 - $66.83 $2.54 Million - $2.8 Million	-41,892 Reduced 17.61%	196,053 $13 Billion
Q1 2024 May 08, 2024	SELL	$57.38 - $64.15 $595,833 - $666,133	-10,384 Reduced 4.18%	237,945 $15.3 Billion
Q4 2023 Feb 02, 2024	BUY	$50.31 - $58.65 $719,483 - $838,753	14,301 Added 6.11%	248,329 $14.5 Billion
Q3 2023 Nov 09, 2023	SELL	$52.22 - $56.31 $1.99 Million - $2.15 Million	-38,155 Reduced 14.02%	234,028 $12.3 Billion
Q2 2023 Jul 27, 2023	SELL	$49.75 - $54.44 $377,901 - $413,526	-7,596 Reduced 2.72%	272,183 $14.8 Billion
Q1 2023 May 10, 2023	BUY	$46.97 - $51.65 $13.1 Million - $14.5 Million	279,779 New	279,779 $14.1 Billion

Others Institutions Holding SPTM

# of Institutions

675

Shares Held

93.6M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Bip Wealth, LLC with notifications on news.

Account