Sequent Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History

Sequent Planning LLC

$316 Billion
Q2 2025

A detailed history of Sequent Planning LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Sequent Planning LLC holds 12,712 shares of SPTM stock, worth $1.03 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

12,712

Previous 12,705 0.06%

Holding current value

$1.03 Million

Previous $864 Million 10.18%

% of portfolio

0.3%

Previous 0.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$60.34 - $74.89 $422 - $524	7 Added 0.06%	12,712 $952 Million
Q1 2025 May 13, 2025	BUY	$67.03 - $74.61 $60,863 - $67,745	908 Added 7.7%	12,705 $864 Million
Q4 2024 Feb 11, 2025	BUY	$69.3 - $74.3 $46,569 - $49,929	672 Added 6.04%	11,797 $843 Million
Q3 2024 Nov 14, 2024	BUY	$63.28 - $70.06 $39,043 - $43,227	617 Added 5.87%	11,125 $779 Million
Q2 2024 Aug 12, 2024	BUY	$60.69 - $66.83 $42,786 - $47,115	705 Added 7.19%	10,508 $698 Million
Q1 2024 May 14, 2024	BUY	$57.38 - $64.15 $562,496 - $628,862	9,803 New	9,803 $629 Million

Others Institutions Holding SPTM

# of Institutions

724

Shares Held

95M

Call Options Held

24.2K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Sequent Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History