A detailed history of Cahill Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Cahill Wealth Management, LLC holds 26,689 shares of SPTM stock, worth $1.86 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
26,689
Previous 32,645 18.24%
Holding current value
$1.86 Million
Previous $2.17 Million 13.67%
% of portfolio
0.96%
Previous 1.29%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$63.28 - $70.06 $376,895 - $417,277
-5,956 Reduced 18.24%
26,689 $1.87 Million
Q2 2024

Aug 13, 2024

BUY
$60.69 - $66.83 $442,612 - $487,391
7,293 Added 28.77%
32,645 $2.17 Million
Q1 2024

May 10, 2024

BUY
$57.38 - $64.15 $126,924 - $141,899
2,212 Added 9.56%
25,352 $1.63 Million
Q4 2023

Jan 29, 2024

SELL
$50.31 - $58.65 $20,576 - $23,987
-409 Reduced 1.74%
23,140 $1.35 Million
Q3 2023

Oct 31, 2023

SELL
$52.22 - $56.31 $9,086 - $9,797
-174 Reduced 0.73%
23,549 $1.24 Million
Q2 2023

Aug 11, 2023

BUY
$49.75 - $54.44 $248 - $272
5 Added 0.02%
23,723 $1.29 Million
Q1 2023

May 08, 2023

BUY
$46.97 - $51.65 $281 - $309
6 Added 0.03%
23,718 $1.2 Million
Q4 2022

Feb 14, 2023

BUY
$44.09 - $50.41 $113,487 - $129,755
2,574 Added 12.18%
23,712 $1.12 Million
Q3 2022

Nov 10, 2022

SELL
$44.11 - $53.04 $19,099 - $22,966
-433 Reduced 2.01%
21,138 $932,000
Q2 2022

Aug 15, 2022

SELL
$45.19 - $56.15 $84,234 - $104,663
-1,864 Reduced 7.95%
21,571 $1 Million
Q1 2022

May 10, 2022

BUY
$51.36 - $58.82 $1.2 Million - $1.38 Million
23,435 New
23,435 $1.3 Million

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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