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

Wealth Plan Investment Management, LLC

$944 Million
Q4 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 30,504 shares of SPTM stock, worth $1.95 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

30,504

Previous 9,066 236.47%

Holding current value

$1.95 Million

Previous $635,000 242.99%

% of portfolio

0.23%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$69.3 - $74.3 $1.49 Million - $1.59 Million	21,438 Added 236.47%	30,504 $2.18 Million
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

684

Shares Held

91.5M

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