Wealth Enhancement Advisory Services, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,944,624 shares of SPTM stock, worth $158 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,944,624
Previous 1,973,730 1.47%
Holding current value
$158 Million
Previous $159 Million 0.84%
% of portfolio
0.24%
Previous 0.26%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$78.97 - $83.03 $2.3 Million - $2.42 Million
-29,106 Reduced 1.47%
1,944,624 $158 Million
Q3 2025

Oct 29, 2025
BUY
$74.93 - $80.73 $862,369 - $929,121
11,509 Added 0.59%
1,973,730 $159 Million
Q2 2025

Jul 10, 2025
BUY
$60.34 - $74.89 $23.2 Million - $28.8 Million
383,922 Added 24.33%
1,962,221 $147 Million
Q1 2025

Apr 16, 2025
SELL
$67.03 - $74.61 $5.76 Million - $6.41 Million
-85,885 Reduced 5.16%
1,578,299 $107 Million
Q4 2024

Mar 17, 2025
SELL
$69.3 - $74.3 $2.32 Million - $2.49 Million
-33,507 Reduced 1.97%
1,664,184 $119 Million
Q4 2024

Jan 10, 2025
BUY
$69.3 - $74.3 $1.74 Million - $1.87 Million
25,133 Added 1.5%
1,697,691 $121 Million
Q3 2024

Oct 23, 2024
SELL
$63.28 - $70.06 $4.39 Million - $4.86 Million
-69,382 Reduced 3.98%
1,672,558 $117 Million
Q2 2024

Jul 16, 2024
SELL
$60.69 - $66.83 $12.4 Million - $13.7 Million
-204,351 Reduced 10.5%
1,741,940 $116 Million
Q1 2024

Apr 15, 2024
SELL
$57.38 - $64.15 $147 Million - $164 Million
-2,556,772 Reduced 56.78%
1,946,291 $125 Million
Q4 2023

Jan 30, 2024
SELL
$50.31 - $58.65 $33.7 Million - $39.2 Million
-668,961 Reduced 12.93%
4,503,063 $263 Million
Q3 2023

Nov 13, 2023
BUY
$52.22 - $56.31 $72.1 Million - $77.8 Million
1,381,525 Added 36.45%
5,172,024 $271 Million
Q2 2023

Jul 21, 2023
BUY
$49.75 - $54.44 $26.6 Million - $29.1 Million
534,527 Added 16.42%
3,790,499 $206 Million
Q1 2023

Apr 25, 2023
BUY
$46.97 - $51.65 $2.59 Million - $2.85 Million
55,104 Added 1.72%
3,255,972 $164 Million
Q4 2022

Feb 01, 2023
SELL
$44.09 - $50.41 $6.29 Million - $7.19 Million
-142,564 Reduced 4.26%
3,200,868 $151 Million
Q3 2022

Oct 17, 2022
BUY
$44.11 - $53.04 $7.1 Million - $8.53 Million
160,899 Added 5.06%
3,343,432 $150 Million
Q2 2022

Jul 18, 2022
BUY
$45.19 - $56.15 $8.76 Million - $10.9 Million
193,916 Added 6.49%
3,182,533 $152 Million
Q1 2022

Apr 18, 2022
BUY
$51.36 - $58.82 $3.43 Million - $3.93 Million
66,843 Added 2.29%
2,988,617 $168 Million
Q4 2021

Feb 08, 2022
SELL
$52.99 - $58.74 $9.08 Million - $10.1 Million
-171,404 Reduced 5.54%
2,921,774 $161 Million
Q3 2021

Nov 03, 2021
BUY
$52.32 - $55.93 $32.4 Million - $34.6 Million
618,331 Added 24.98%
3,093,178 $174 Million
Q2 2021

Aug 10, 2021
BUY
$49.77 - $52.97 $14.3 Million - $15.2 Million
287,122 Added 13.12%
2,474,847 $133 Million
Q1 2021

May 12, 2021
BUY
$45.48 - $49.44 $2.1 Million - $2.28 Million
46,174 Added 2.16%
2,187,725 $110 Million
Q4 2020

Feb 10, 2021
BUY
$39.96 - $46.09 $4.59 Million - $5.29 Million
114,837 Added 5.67%
2,141,551 $99.6 Million
Q3 2020

Nov 12, 2020
BUY
$37.97 - $43.65 $2.07 Million - $2.38 Million
54,635 Added 2.77%
2,026,714 $87.4 Million
Q2 2020

Oct 13, 2020
BUY
$29.99 - $39.74 $59.1 Million - $78.4 Million
1,972,079 New
1,972,079 $78.8 Million
Q2 2020

Aug 10, 2020
SELL
$29.99 - $39.74 $29.3 Million - $38.9 Million
-978,082 Closed
0 $0
Q1 2020

May 01, 2020
BUY
$27.12 - $41.81 $6.36 Million - $9.8 Million
234,354 Added 31.51%
978,082 $34.1 Million
Q4 2019

Feb 05, 2020
BUY
$35.63 - $39.97 $4.06 Million - $4.56 Million
113,993 Added 18.1%
743,728 $29.6 Million
Q3 2019

Nov 06, 2019
BUY
$36.53 - $37.33 $13.5 Million - $13.8 Million
370,271 Added 142.71%
629,735 $23.1 Million
Q2 2019

Aug 02, 2019
BUY
N/A
176,902 Added 214.27%
259,464 $9.72 Million
Q1 2019

Apr 30, 2019
BUY
N/A
24,577 Added 42.39%
82,562 $3.01 Million
Q4 2018

Feb 04, 2019
BUY
N/A
21,121 Added 57.29%
57,985 $1.92 Million
Q3 2018

Nov 02, 2018
BUY
N/A
9,442 Added 34.43%
36,864 $1.23 Million
Q2 2018

Jul 30, 2018
BUY
N/A
15,818 Added 136.32%
27,422 $956,000
Q1 2018

Apr 26, 2018
BUY
N/A
11,604 New
11,604 $385,000

Others Institutions Holding SPTM

# of Institutions
761
Shares Held
98.1M
Call Options Held
46.9K
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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