Simplicity Wealth,Llc Spdr Portfolio S&P 1500 Compos Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Simplicity Wealth,Llc holds 18,746 shares of SPTM stock, worth $1.36 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

18,746

Previous 20,173 7.07%

Holding current value

$1.36 Million

Previous $1.41 Million 5.24%

% of portfolio

0.29%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$69.3 - $74.3 $98,891 - $106,026	-1,427 Reduced 7.07%	18,746 $1.34 Million
Q3 2024 Oct 09, 2024	SELL	$63.28 - $70.06 $1.67 Million - $1.85 Million	-26,394 Reduced 56.68%	20,173 $1.41 Million
Q2 2024 Jul 10, 2024	BUY	$60.69 - $66.83 $29,556 - $32,546	487 Added 1.06%	46,567 $3.09 Million
Q1 2024 Apr 24, 2024	BUY	$57.38 - $64.15 $2.35 Million - $2.62 Million	40,886 Added 787.18%	46,080 $2.96 Million
Q4 2023 Jan 29, 2024	BUY	$50.31 - $58.65 $65,302 - $76,127	1,298 Added 33.32%	5,194 $303,000
Q3 2023 Oct 19, 2023	BUY	$52.22 - $56.31 $203,449 - $219,383	3,896 New	3,896 $204,000

Others Institutions Holding SPTM

# of Institutions

676

Shares Held

93.6M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

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Simplicity Wealth,Llc Spdr Portfolio S&P 1500 Compos Transaction History