Better Money Decisions, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Better Money Decisions, LLC

$144 Million
Q4 2024

A detailed history of Better Money Decisions, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Better Money Decisions, LLC holds 19,239 shares of SPTM stock, worth $1.43 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

19,239

Previous 20,356 5.49%

Holding current value

$1.43 Million

Previous $1.43 Million 3.65%

% of portfolio

0.96%

Previous 1.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$69.3 - $74.3 $77,408 - $82,993	-1,117 Reduced 5.49%	19,239 $1.37 Million
Q3 2024 Oct 25, 2024	BUY	$63.28 - $70.06 $45,878 - $50,793	725 Added 3.69%	20,356 $1.43 Million
Q2 2024 Jul 24, 2024	BUY	$60.69 - $66.83 $26,946 - $29,672	444 Added 2.31%	19,631 $1.3 Million
Q1 2024 May 01, 2024	BUY	$57.38 - $64.15 $44,526 - $49,780	776 Added 4.21%	19,187 $1.23 Million
Q4 2023 Jan 23, 2024	BUY	$50.31 - $58.65 $29,531 - $34,427	587 Added 3.29%	18,411 $1.08 Million
Q3 2023 Nov 08, 2023	SELL	$52.22 - $56.31 $32,324 - $34,855	-619 Reduced 3.36%	17,824 $935,000
Q2 2023 Aug 09, 2023	BUY	$49.75 - $54.44 $6,965 - $7,621	140 Added 0.76%	18,443 $1 Million
Q1 2023 May 03, 2023	SELL	$46.97 - $51.65 $3,146 - $3,460	-67 Reduced 0.36%	18,303 $923,000
Q4 2022 Feb 14, 2023	BUY	$44.09 - $50.41 $22,397 - $25,608	508 Added 2.84%	18,370 $868,000
Q3 2022 Oct 28, 2022	BUY	$44.11 - $53.04 $14,423 - $17,344	327 Added 1.86%	17,862 $788,000
Q2 2022 Aug 05, 2022	BUY	$45.19 - $56.15 $148,358 - $184,340	3,283 Added 23.04%	17,535 $815,000
Q1 2022 May 13, 2022	SELL	$51.36 - $58.82 $343,136 - $392,976	-6,681 Reduced 31.92%	14,252 $792,000
Q4 2021 Feb 14, 2022	BUY	$52.99 - $58.74 $127,176 - $140,976	2,400 Added 12.95%	20,933 $1.22 Million
Q3 2021 Oct 28, 2021	BUY	$52.32 - $55.93 $2,616 - $2,796	50 Added 0.27%	18,533 $982,000
Q2 2021 Jul 22, 2021	SELL	$49.77 - $52.97 $2,090 - $2,224	-42 Reduced 0.23%	18,483 $979,000
Q1 2021 May 04, 2021	BUY	$45.48 - $49.44 $842,517 - $915,876	18,525 New	18,525 $911,000

Others Institutions Holding SPTM

# of Institutions

634

Shares Held

85.5M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Better Money Decisions, LLC Spdr Portfolio S&P 1500 Compos Transaction History