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

Fma Wealth Management, LLC

  • $134 Billion
  • Q4 2024

A detailed history of Fma Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Fma Wealth Management, LLC holds 20,989 shares of SPTM stock, worth $1.52 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
20,989
Previous 21,352 1.7%
Holding current value
$1.52 Million
Previous $1.5 Billion 0.22%
% of portfolio
1.12%
Previous 1.09%

Shares

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

Feb 03, 2025
SELL
$69.3 - $74.3 $25,155 - $26,970
-363 Reduced 1.7%
20,989 $1.5 Billion
Q3 2024

Oct 15, 2024
BUY
$63.28 - $70.06 $56,319 - $62,353
890 Added 4.35%
21,352 $1.5 Billion
Q2 2024

Jul 18, 2024
BUY
$60.69 - $66.83 $127,934 - $140,877
2,108 Added 11.49%
20,462 $1.36 Billion
Q1 2024

Apr 29, 2024
BUY
$57.38 - $64.15 $108,735 - $121,564
1,895 Added 11.51%
18,354 $1.18 Billion
Q4 2023

Feb 09, 2024
BUY
$50.31 - $58.65 $828,052 - $965,320
16,459 New
16,459 $962 Million

Others Institutions Holding SPTM

# of Institutions
676
Shares Held
93.6M
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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