Advyzon Investment Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Advyzon Investment Management, LLC

  • $452 Billion
  • Q2 2025

A detailed history of Advyzon Investment Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 14,360 shares of SPTM stock, worth $1.15 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
14,360
Previous 14,853 3.32%
Holding current value
$1.15 Million
Previous $1.01 Billion 6.47%
% of portfolio
0.24%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$60.34 - $74.89 $29,747 - $36,920
-493 Reduced 3.32%
14,360 $1.08 Billion
Q1 2025

May 09, 2025
BUY
$67.03 - $74.61 $597,907 - $665,521
8,920 Added 150.35%
14,853 $1.01 Billion
Q4 2024

Feb 03, 2025
BUY
$69.3 - $74.3 $411,156 - $440,821
5,933 New
5,933 $424 Million

Others Institutions Holding SPTM

# of Institutions
734
Shares Held
95M
Call Options Held
24.2K
Put Options Held
0
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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