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

Destiny Wealth Partners, LLC

  • $573 Million
  • Q4 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 7,984 shares of SPTM stock, worth $539,638. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,984
Previous 7,984 -0.0%
Holding current value
$539,638
Previous $559,000 1.97%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 15, 2024
SELL
$63.28 - $70.06 $31,829 - $35,240
-503 Reduced 5.93%
7,984 $559,000
Q2 2024

Jul 25, 2024
SELL
$60.69 - $66.83 $30,041 - $33,080
-495 Reduced 5.51%
8,487 $563,000
Q1 2024

Apr 09, 2024
SELL
$57.38 - $64.15 $1,606 - $1,796
-28 Reduced 0.31%
8,982 $576,000
Q4 2023

Jan 19, 2024
SELL
$50.31 - $58.65 $2,867 - $3,343
-57 Reduced 0.63%
9,010 $526,000
Q3 2023

Oct 10, 2023
SELL
$52.22 - $56.31 $10,130 - $10,924
-194 Reduced 2.09%
9,067 $475,000
Q2 2023

Jul 26, 2023
SELL
$49.75 - $54.44 $4,577 - $5,008
-92 Reduced 0.98%
9,261 $504,000
Q4 2022

Jan 26, 2023
BUY
$44.09 - $50.41 $48,807 - $55,803
1,107 Added 13.42%
9,353 $0
Q2 2022

Jul 15, 2022
SELL
$45.19 - $56.15 $10,303 - $12,802
-228 Reduced 2.69%
8,246 $383,000
Q3 2021

Oct 28, 2021
SELL
$52.32 - $55.93 $16,114 - $17,226
-308 Reduced 3.51%
8,474 $449,000
Q2 2021

Jul 27, 2021
SELL
$49.77 - $52.97 $17,419 - $18,539
-350 Reduced 3.83%
8,782 $465,000
Q1 2021

Apr 22, 2021
SELL
$45.48 - $49.44 $4,366 - $4,746
-96 Reduced 1.04%
9,132 $449,000
Q4 2020

Feb 05, 2021
BUY
$39.96 - $46.09 $368,750 - $425,318
9,228 New
9,228 $425,000

Others Institutions Holding SPTM

# of Institutions
681
Shares Held
93.5M
Call Options Held
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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