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

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 40,396 shares of SPTM stock, worth $3.28 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
40,396
Previous 40,839 1.08%
Holding current value
$3.28 Million
Previous $2.62 Million 2.33%
% of portfolio
0.03%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$60.69 - $66.83 $26,885 - $29,605
-443 Reduced 1.08%
40,396 $2.68 Million
Q1 2024

May 09, 2024
SELL
$57.38 - $64.15 $26,911 - $30,086
-469 Reduced 1.14%
40,839 $2.62 Million
Q4 2023

Feb 14, 2024
BUY
$50.31 - $58.65 $50 - $58
1 Added 0.0%
41,308 $2.41 Million
Q3 2023

Nov 13, 2023
BUY
$52.22 - $56.31 $104 - $112
2 Added 0.0%
41,307 $2.17 Million
Q2 2023

Aug 11, 2023
BUY
$49.75 - $54.44 $36,516 - $39,958
734 Added 1.81%
41,305 $2.25 Million
Q4 2022

Feb 13, 2023
BUY
$44.09 - $50.41 $233,588 - $267,072
5,298 Added 15.02%
40,571 $1.92 Million
Q3 2022

Nov 07, 2022
BUY
$44.11 - $53.04 $190,775 - $229,398
4,325 Added 13.98%
35,273 $1.56 Million
Q2 2022

Aug 12, 2022
BUY
$45.19 - $56.15 $1.1 Million - $1.37 Million
24,405 Added 372.99%
30,948 $1.44 Million
Q1 2022

May 10, 2022
SELL
$51.36 - $58.82 $2,465 - $2,823
-48 Reduced 0.73%
6,543 $364,000
Q4 2021

Feb 09, 2022
SELL
$52.99 - $58.74 $540,815 - $599,500
-10,206 Reduced 60.76%
6,591 $385,000
Q3 2021

Nov 10, 2021
BUY
$52.32 - $55.93 $494,685 - $528,818
9,455 Added 128.78%
16,797 $890,000
Q2 2021

Aug 06, 2021
BUY
$49.77 - $52.97 $39,467 - $42,005
793 Added 12.11%
7,342 $389,000
Q1 2021

Apr 30, 2021
SELL
$45.48 - $49.44 $159,771 - $173,682
-3,513 Reduced 34.91%
6,549 $322,000
Q4 2020

Feb 16, 2021
BUY
$39.96 - $46.09 $17,942 - $20,694
449 Added 4.67%
10,062 $464,000
Q3 2020

Nov 12, 2020
SELL
$37.97 - $43.65 $467,220 - $537,113
-12,305 Reduced 56.14%
9,613 $393,000
Q2 2020

Aug 03, 2020
SELL
$29.99 - $39.74 $913,405 - $1.21 Million
-30,457 Reduced 58.15%
21,918 $828,000
Q1 2020

May 07, 2020
BUY
$27.12 - $41.81 $1.42 Million - $2.19 Million
52,375 New
52,375 $1.65 Million

Others Institutions Holding SPTM

# of Institutions
759
Shares Held
98.3M
Call Options Held
46.9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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