Principia Wealth Advisory, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 163,049 shares of SPTM stock, worth $13.2 Million. This represents 10.33% of its overall portfolio holdings.

Number of Shares
163,049
Previous 182,023 10.42%
Holding current value
$13.2 Million
Previous $12 Billion 1.61%
% of portfolio
10.33%
Previous 11.51%

Shares

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

Aug 14, 2025
SELL
$60.34 - $74.89 $1.14 Million - $1.42 Million
-18,974 Reduced 10.42%
163,049 $12.2 Billion
Q1 2025

Apr 11, 2025
BUY
$67.03 - $74.61 $283,536 - $315,600
4,230 Added 2.38%
182,023 $12 Billion
Q4 2024

Apr 11, 2025
BUY
$69.3 - $74.3 $12.3 Million - $13.2 Million
177,793 New
177,793 $12.7 Billion

Others Institutions Holding SPTM

# of Institutions
760
Shares Held
98.3M
Call Options Held
46.9K
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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