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

Western Wealth Management, LLC

$1.8 Billion
Q3 2025

A detailed history of Western Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Western Wealth Management, LLC holds 137,467 shares of SPTM stock, worth $11.2 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

137,467

Previous 126,033 9.07%

Holding current value

$11.2 Million

Previous $9.44 Million 17.46%

% of portfolio

0.61%

Previous 0.58%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$74.93 - $80.73 $856,749 - $923,066	11,434 Added 9.07%	137,467 $11.1 Million
Q2 2025 Aug 08, 2025	BUY	$60.34 - $74.89 $245,342 - $304,502	4,066 Added 3.33%	126,033 $9.44 Million
Q1 2025 Apr 23, 2025	BUY	$67.03 - $74.61 $561,979 - $625,530	8,384 Added 7.38%	121,967 $8.29 Million
Q4 2024 Apr 15, 2025	BUY	$69.3 - $74.3 $7.87 Million - $8.44 Million	113,583 New	113,583 $8.11 Million
Q3 2024 Nov 12, 2024	BUY	$63.28 - $70.06 $681,652 - $754,686	10,772 Added 10.28%	115,604 $8.1 Million

Q2 2024 Jul 19, 2024	BUY	$60.69 - $66.83 $318,015 - $350,189	5,240 Added 5.26%	104,832 $6.96 Million
Q1 2024 May 02, 2024	BUY	$57.38 - $64.15 $256,488 - $286,750	4,470 Added 4.7%	99,592 $6.39 Million
Q4 2023 Jan 31, 2024	BUY	$50.31 - $58.65 $272,126 - $317,237	5,409 Added 6.03%	95,122 $5.56 Million
Q3 2023 Nov 07, 2023	BUY	$52.22 - $56.31 $715,048 - $771,052	13,693 Added 18.01%	89,713 $4.71 Million
Q2 2023 Aug 30, 2023	BUY	$49.75 - $54.44 $108,007 - $118,189	2,171 Added 2.94%	76,020 $4.14 Million
Q1 2023 Aug 30, 2023	BUY	$46.97 - $51.65 $39,454 - $43,386	840 Added 1.15%	73,849 $3.72 Million
Q4 2022 Feb 02, 2023	SELL	$44.09 - $50.41 $2.47 Million - $2.82 Million	-55,973 Reduced 43.4%	73,009 $3.45 Million
Q3 2022 Nov 04, 2022	BUY	$44.11 - $53.04 $1.28 Million - $1.54 Million	29,082 Added 29.11%	128,982 $5.68 Million
Q2 2022 Jul 18, 2022	BUY	$45.19 - $56.15 $96,254 - $119,599	2,130 Added 2.18%	99,900 $4.64 Million
Q1 2022 May 10, 2022	BUY	$51.36 - $58.82 $2.73 Million - $3.12 Million	53,117 Added 118.96%	97,770 $5.43 Million
Q4 2021 Feb 14, 2022	BUY	$52.99 - $58.74 $593,435 - $657,829	11,199 Added 33.48%	44,653 $2.61 Million
Q2 2021 Aug 09, 2021	BUY	$49.77 - $52.97 $1.22 Million - $1.3 Million	24,452 Added 271.63%	33,454 $1.77 Million
Q1 2021 May 14, 2021	BUY	$45.48 - $49.44 $8,550 - $9,294	188 Added 2.13%	9,002 $443,000
Q4 2020 Feb 10, 2021	BUY	$39.96 - $46.09 $352,207 - $406,237	8,814 New	8,814 $406,000

Others Institutions Holding SPTM

# of Institutions

763

Shares Held

98.1M

Call Options Held

46.9K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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