Future Financial Wealth Managment LLC Spdr Portfolio S&P 1500 Compos Transaction History

Future Financial Wealth Managment LLC

$135 Million
Q4 2024

A detailed history of Future Financial Wealth Managment LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 3,714 shares of SPTM stock, worth $263,174. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,714

Previous 4,814 22.85%

Holding current value

$263,174

Previous $337,000 21.36%

% of portfolio

0.2%

Previous 0.24%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$69.3 - $74.3 $76,230 - $81,730	-1,100 Reduced 22.85%	3,714 $265,000
Q4 2023 Jan 18, 2024	SELL	$50.31 - $58.65 $5,031 - $5,865	-100 Reduced 2.04%	4,814 $281,000
Q3 2023 Oct 20, 2023	SELL	$52.22 - $56.31 $40,052 - $43,189	-767 Reduced 13.5%	4,914 $257,000
Q2 2023 Jul 18, 2023	SELL	$49.75 - $54.44 $229,596 - $251,240	-4,615 Reduced 44.82%	5,681 $309,000
Q1 2023 Apr 04, 2023	SELL	$46.97 - $51.65 $3.74 Million - $4.11 Million	-79,665 Reduced 88.56%	10,296 $519,000
Q4 2022 Jan 05, 2023	SELL	$44.09 - $50.41 $93,294 - $106,667	-2,116 Reduced 2.3%	89,961 $0
Q3 2022 Oct 13, 2022	BUY	$44.11 - $53.04 $131,139 - $157,687	2,973 Added 3.34%	92,077 $4.28 Million
Q1 2022 May 03, 2022	BUY	$51.36 - $58.82 $627,876 - $719,074	12,225 Added 15.9%	89,104 $4.95 Million
Q4 2021 Jan 07, 2022	BUY	$52.99 - $58.74 $279,204 - $309,501	5,269 Added 7.36%	76,879 $4.52 Million
Q2 2021 Aug 04, 2021	BUY	$49.77 - $52.97 $632,228 - $672,877	12,703 Added 21.56%	71,610 $3.79 Million
Q1 2021 May 05, 2021	BUY	$45.48 - $49.44 $18,510 - $20,122	407 Added 0.7%	58,907 $2.9 Million
Q4 2020 Feb 03, 2021	BUY	$39.96 - $46.09 $2.34 Million - $2.7 Million	58,500 New	58,500 $2.7 Million

Others Institutions Holding SPTM

# of Institutions

677

Shares Held

93.6M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Future Financial Wealth Managment LLC Spdr Portfolio S&P 1500 Compos Transaction History