Dogwood Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History

Dogwood Wealth Management LLC

  • $189 Billion
  • Q4 2024

A detailed history of Dogwood Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 45,545 shares of SPTM stock, worth $3.08 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
45,545
Previous 42,797 6.42%
Holding current value
$3.08 Million
Previous $2.84 Billion 14.57%
% of portfolio
1.72%
Previous 1.75%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 04, 2025
BUY
$69.3 - $74.3 $190,436 - $204,176
2,748 Added 6.42%
45,545 $3.25 Billion
Q3 2024

Feb 28, 2025
SELL
$63.28 - $70.06 $9.63 Million - $10.7 Million
-152,201 Reduced 77.9%
43,168 $3.02 Billion
Q2 2024

Mar 04, 2025
SELL
$60.69 - $66.83 $22,515 - $24,793
-371 Reduced 0.86%
42,797 $2.84 Billion
Q1 2024

Feb 28, 2025
BUY
$57.38 - $64.15 $277,088 - $309,780
4,829 Added 2.53%
195,369 $12.5 Billion
Q4 2023

Feb 28, 2025
BUY
$50.31 - $58.65 $9.59 Million - $11.2 Million
190,540 New
190,540 $11.1 Billion

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
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email