Wcg Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 17,672 shares of SPTM stock, worth $1.28 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

17,672

Previous 19,260 8.25%

Holding current value

$1.28 Million

Previous $1.35 Million 6.45%

% of portfolio

0.09%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$69.3 - $74.3 $110,048 - $117,988	-1,588 Reduced 8.25%	17,672 $1.26 Million
Q3 2024 Nov 13, 2024	BUY	$63.28 - $70.06 $2,531 - $2,802	40 Added 0.21%	19,260 $1.35 Million
Q2 2024 Aug 12, 2024	SELL	$60.69 - $66.83 $181,705 - $200,089	-2,994 Reduced 13.48%	19,220 $1.28 Million
Q1 2024 May 13, 2024	SELL	$57.38 - $64.15 $173,459 - $193,925	-3,023 Reduced 11.98%	22,214 $1.43 Million
Q4 2023 Feb 08, 2024	SELL	$50.31 - $58.65 $9,055 - $10,557	-180 Reduced 0.71%	25,237 $1.48 Million
Q3 2023 Nov 09, 2023	BUY	$52.22 - $56.31 $1.33 Million - $1.43 Million	25,417 New	25,417 $1.33 Million

Others Institutions Holding SPTM

# of Institutions

676

Shares Held

93.6M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

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Wcg Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History