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

Bip Wealth, LLC

$1.47 Trillion
Q3 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 224,296 shares of SPTM stock, worth $15.9 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

224,296

Previous 196,053 14.41%

Holding current value

$15.9 Million

Previous $13 Billion 20.83%

% of portfolio

1.07%

Previous 1.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

631

Shares Held

85.4M

Call Options Held

949K

Put Options Held

700

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