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

Lji Wealth Management, LLC

$508 Billion
Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Lji Wealth Management, LLC holds 22,913 shares of SPTM stock, worth $1.66 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

22,913

Previous 20,699 10.7%

Holding current value

$1.66 Million

Previous $1.45 Billion 12.86%

% of portfolio

0.32%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$69.3 - $74.3 $153,430 - $164,500	2,214 Added 10.7%	22,913 $1.64 Billion
Q3 2024 Nov 06, 2024	SELL	$63.28 - $70.06 $46,004 - $50,933	-727 Reduced 3.39%	20,699 $1.45 Billion
Q2 2024 Aug 12, 2024	BUY	$60.69 - $66.83 $1.3 Million - $1.43 Million	21,426 New	21,426 $1.42 Billion
Q4 2023 Feb 13, 2024	BUY	$50.31 - $58.65 $3,722 - $4,340	74 Added 0.42%	17,728 $1.04 Billion
Q3 2023 Feb 02, 2024	BUY	$52.22 - $56.31 $28,721 - $30,970	550 Added 3.22%	17,654 $927 Million
Q2 2023 Feb 02, 2024	BUY	$49.75 - $54.44 $28,805 - $31,520	579 Added 3.5%	17,104 $931 Million
Q1 2023 Feb 02, 2024	SELL	$46.97 - $51.65 $28,463 - $31,299	-606 Reduced 3.54%	16,525 $833 Million
Q4 2022 Jan 02, 2024	BUY	$44.09 - $50.41 $755,305 - $863,573	17,131 New	17,131 $810 Million

Others Institutions Holding SPTM

# of Institutions

676

Shares Held

93.6M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

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