Omni 360 Wealth, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Omni 360 Wealth, Inc.

$203 Billion
Q2 2025

A detailed history of Omni 360 Wealth, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 4,291 shares of SPTM stock, worth $347,699. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,291

Previous 4,270 0.49%

Holding current value

$347,699

Previous $290 Million 10.65%

% of portfolio

0.16%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$60.34 - $74.89 $1,267 - $1,572	21 Added 0.49%	4,291 $321 Million
Q1 2025 Apr 30, 2025	SELL	$67.03 - $74.61 $3,217 - $3,581	-48 Reduced 1.11%	4,270 $290 Million
Q4 2024 Feb 14, 2025	SELL	$69.3 - $74.3 $4,989 - $5,349	-72 Reduced 1.64%	4,318 $308 Million
Q3 2024 Oct 24, 2024	SELL	$63.28 - $70.06 $127,509 - $141,170	-2,015 Reduced 31.46%	4,390 $308 Million
Q2 2024 Jul 19, 2024	BUY	$60.69 - $66.83 $4,855 - $5,346	80 Added 1.26%	6,405 $425 Million
Q1 2024 Apr 19, 2024	BUY	$57.38 - $64.15 $5,852 - $6,543	102 Added 1.64%	6,325 $406 Million
Q4 2023 Feb 08, 2024	BUY	$50.31 - $58.65 $313,079 - $364,978	6,223 New	6,223 $364 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
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Omni 360 Wealth, Inc. with notifications on news.

Account

Omni 360 Wealth, Inc. Spdr Portfolio S&P 1500 Compos Transaction History