Wealth Plan Investment Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 9,066 shares of SPTM stock, worth $674,238. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,066
Holding current value
$674,238
% of portfolio
0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$63.28 - $70.06 $573,696 - $635,163
9,066 New
9,066 $635,000
Q3 2023

Nov 09, 2023
BUY
$52.22 - $56.31 $1.4 Million - $1.51 Million
26,856 New
26,856 $1.41 Million
Q4 2022

Feb 15, 2023
BUY
$44.09 - $50.41 $15,828 - $18,097
359 Added 1.32%
27,659 $1.31 Million
Q3 2022

Dec 12, 2022
BUY
$44.11 - $53.04 $53,770 - $64,655
1,219 Added 4.67%
27,300 $1.33 Million
Q1 2022

Sep 07, 2022
BUY
$51.36 - $58.82 $1.34 Million - $1.53 Million
26,081 New
26,081 $1.33 Million

Others Institutions Holding SPTM

# of Institutions
635
Shares Held
85.4M
Call Options Held
949K
Put Options Held
700
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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