Weitzel Financial Services, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Weitzel Financial Services, Inc.

  • $214 Million
  • Q3 2024

A detailed history of Weitzel Financial Services, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 675,354 shares of SPTM stock, worth $49.4 Million. This represents 22.12% of its overall portfolio holdings.

Number of Shares
675,354
Previous 680,448 0.75%
Holding current value
$49.4 Million
Previous $45.1 Million 4.8%
% of portfolio
22.12%
Previous 22.48%

Shares

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

Oct 31, 2024
SELL
$63.28 - $70.06 $322,348 - $356,885
-5,094 Reduced 0.75%
675,354 $47.3 Million
Q2 2024

Aug 06, 2024
SELL
$60.69 - $66.83 $237,783 - $261,839
-3,918 Reduced 0.57%
680,448 $45.1 Million
Q1 2024

Apr 10, 2024
SELL
$57.38 - $64.15 $28,001 - $31,305
-488 Reduced 0.07%
684,366 $43.9 Million
Q4 2023

Feb 14, 2024
SELL
$50.31 - $58.65 $824,228 - $960,862
-16,383 Reduced 2.34%
684,854 $40 Million
Q3 2023

Nov 09, 2023
SELL
$52.22 - $56.31 $597,187 - $643,961
-11,436 Reduced 1.6%
701,237 $36.8 Million
Q2 2023

Jul 07, 2023
BUY
$49.75 - $54.44 $259,048 - $283,469
5,207 Added 0.74%
712,673 $38.8 Million
Q1 2023

Apr 05, 2023
SELL
$46.97 - $51.65 $37,622 - $41,371
-801 Reduced 0.11%
707,466 $35.7 Million
Q4 2022

Feb 10, 2023
BUY
$44.09 - $50.41 $791,459 - $904,909
17,951 Added 2.6%
708,267 $33.5 Million
Q3 2022

Oct 21, 2022
SELL
$44.11 - $53.04 $202,420 - $243,400
-4,589 Reduced 0.66%
690,316 $0
Q2 2022

Jul 11, 2022
SELL
$45.19 - $56.15 $11,930 - $14,823
-264 Reduced 0.04%
694,905 $0
Q1 2022

Apr 07, 2022
BUY
$51.36 - $58.82 $18 Million - $20.6 Million
349,794 Added 101.28%
695,169 $0
Q4 2021

Jan 13, 2022
BUY
$52.99 - $58.74 $325,835 - $361,192
6,149 Added 1.81%
345,375 $14.5 Billion
Q3 2021

Oct 07, 2021
SELL
$52.32 - $55.93 $683 Million - $730 Million
-13,048,263 Reduced 97.47%
339,226 $13.4 Billion
Q2 2021

Jul 27, 2021
BUY
$49.77 - $52.97 $633 Million - $673 Million
12,708,730 Added 1872.35%
13,387,489 $338 Million
Q1 2021

May 14, 2021
BUY
$45.48 - $49.44 $609,432 - $662,496
13,400 Added 2.01%
678,759 $34.1 Million
Q4 2020

Feb 22, 2021
BUY
$39.96 - $46.09 $26.6 Million - $30.7 Million
665,359 New
665,359 $32.4 Million

Others Institutions Holding SPTM

# of Institutions
630
Shares Held
85M
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
Track This Portfolio

Track Weitzel Financial Services, Inc. Portfolio

Follow Weitzel Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Weitzel Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Weitzel Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email