Wellington Wealth Strategies, Llc. Spdr Portfolio S&P 1500 Compos Transaction History

Wellington Wealth Strategies, Llc.

  • $132 Billion
  • Q3 2024

A detailed history of Wellington Wealth Strategies, Llc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 25,688 shares of SPTM stock, worth $1.88 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
25,688
Holding current value
$1.88 Million
% of portfolio
1.35%

Shares

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

Nov 12, 2024
BUY
$63.28 - $70.06 $1.63 Million - $1.8 Million
25,688 New
25,688 $1.78 Billion
Q1 2024

May 14, 2024
SELL
$57.38 - $64.15 $1.65 Million - $1.85 Million
-28,787 Reduced 50.27%
28,473 $1.83 Billion
Q4 2020

Feb 14, 2024
BUY
$39.96 - $46.09 $2.29 Million - $2.64 Million
57,260 New
57,260 $3.35 Billion

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
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