Vestia Personal Wealth Advisors Spdr Portfolio S&P 1500 Compos Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 6,576 shares of SPTM stock, worth $440,789. This represents 0.39% of its overall portfolio holdings.

Number of Shares
6,576
Previous 6,809 3.42%
Holding current value
$440,789
Previous $477 Million 1.53%
% of portfolio
0.39%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$69.3 - $74.3 $16,146 - $17,311
-233 Reduced 3.42%
6,576 $470 Million
Q3 2024

Nov 04, 2024
BUY
$63.28 - $70.06 $189 - $210
3 Added 0.04%
6,809 $477 Million
Q2 2024

Aug 09, 2024
BUY
$60.69 - $66.83 $413,056 - $454,844
6,806 New
6,806 $452 Million

Others Institutions Holding SPTM

# of Institutions
679
Shares Held
93.7M
Call Options Held
9K
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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