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

Vestia Personal Wealth Advisors

  • $146 Billion
  • Q2 2025

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 6,166 shares of SPTM stock, worth $475,398. This represents 0.32% of its overall portfolio holdings.

Number of Shares
6,166
Previous 6,566 6.09%
Holding current value
$475,398
Previous $447 Million 3.41%
% of portfolio
0.32%
Previous 0.35%

Shares

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

Jul 16, 2025
SELL
$60.34 - $74.89 $24,136 - $29,956
-400 Reduced 6.09%
6,166 $462 Million
Q1 2025

Apr 30, 2025
SELL
$67.03 - $74.61 $670 - $746
-10 Reduced 0.15%
6,566 $447 Million
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
716
Shares Held
93.6M
Call Options Held
8.6K
Put Options Held
4.1K
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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