Wade Financial Advisory, Inc Spdr Portfolio S&P 1500 Compos Transaction History

Wade Financial Advisory, Inc

$295 Million
Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 30,631 shares of SPTM stock, worth $2.23 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

30,631

Previous 30,629 0.01%

Holding current value

$2.23 Million

Previous $2.15 Million 1.96%

% of portfolio

0.74%

Previous 0.72%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$69.3 - $74.3 $138 - $148	2 Added 0.01%	30,631 $2.19 Million
Q3 2024 Oct 28, 2024	SELL	$63.28 - $70.06 $22,337 - $24,731	-353 Reduced 1.14%	30,629 $2.15 Million
Q2 2024 Jul 25, 2024	BUY	$60.69 - $66.83 $182 - $200	3 Added 0.01%	30,982 $2.06 Million
Q1 2024 May 13, 2024	SELL	$57.38 - $64.15 $15,263 - $17,063	-266 Reduced 0.85%	30,979 $1.99 Million
Q4 2023 Feb 09, 2024	SELL	$50.31 - $58.65 $15,394 - $17,946	-306 Reduced 0.97%	31,245 $1.83 Million
Q3 2023 Oct 10, 2023	SELL	$52.22 - $56.31 $4,334 - $4,673	-83 Reduced 0.26%	31,551 $1.66 Million
Q2 2023 Aug 09, 2023	BUY	$49.75 - $54.44 $199 - $217	4 Added 0.01%	31,634 $1.72 Million
Q1 2023 Apr 07, 2023	SELL	$46.97 - $51.65 $1,596 - $1,756	-34 Reduced 0.11%	31,630 $1.6 Million
Q4 2022 Jan 12, 2023	SELL	$44.09 - $50.41 $3,174 - $3,629	-72 Reduced 0.23%	31,664 $0
Q3 2022 Oct 26, 2022	SELL	$44.11 - $53.04 $11,733 - $14,108	-266 Reduced 0.83%	31,736 $1.4 Million
Q2 2022 Aug 05, 2022	SELL	$45.19 - $56.15 $4,473 - $5,558	-99 Reduced 0.31%	32,002 $1.49 Million
Q1 2022 Apr 21, 2022	BUY	$51.36 - $58.82 $571,585 - $654,607	11,129 Added 53.07%	32,101 $1.78 Million
Q4 2021 Feb 08, 2022	SELL	$52.99 - $58.74 $34,231 - $37,946	-646 Reduced 2.99%	20,972 $1.23 Million
Q3 2021 Nov 02, 2021	SELL	$52.32 - $55.93 $74,346 - $79,476	-1,421 Reduced 6.17%	21,618 $1.15 Million
Q2 2021 Jul 29, 2021	SELL	$49.77 - $52.97 $24,138 - $25,690	-485 Reduced 2.06%	23,039 $1.22 Million
Q1 2021 Apr 14, 2021	SELL	$45.48 - $49.44 $9,687 - $10,530	-213 Reduced 0.9%	23,524 $1.16 Million
Q4 2020 Mar 10, 2021	SELL	$39.96 - $46.09 $6,353 - $7,328	-159 Reduced 0.67%	23,737 $1.09 Million
Q3 2020 Nov 03, 2020	BUY	$37.97 - $43.65 $10,213 - $11,741	269 Added 1.14%	23,896 $977,000
Q2 2020 Jul 16, 2020	BUY	$29.99 - $39.74 $112,252 - $148,746	3,743 Added 18.82%	23,627 $893,000
Q1 2020 Apr 27, 2020	BUY	$27.12 - $41.81 $732 - $1,128	27 Added 0.14%	19,884 $625,000
Q4 2019 Feb 11, 2020	BUY	$35.63 - $39.97 $707,504 - $793,684	19,857 New	19,857 $792,000

Others Institutions Holding SPTM

# of Institutions

676

Shares Held

93.6M

Call Options Held

Put Options Held

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Wade Financial Advisory, Inc Spdr Portfolio S&P 1500 Compos Transaction History