Legacy Wealth Management, LLC / Ms Spdr Portfolio S&P 1500 Compos Transaction History

Legacy Wealth Management, LLC / Ms

  • $306 Billion
  • Q1 2025

A detailed history of Legacy Wealth Management, LLC / Ms transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 7,412 shares of SPTM stock, worth $530,106. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,412
Previous 7,407 0.07%
Holding current value
$530,106
Previous $529 Million 4.72%
% of portfolio
0.16%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
BUY
$67.03 - $74.61 $335 - $373
5 Added 0.07%
7,412 $504 Million
Q4 2024

Jan 06, 2025
BUY
$69.3 - $74.3 $26,334 - $28,234
380 Added 5.41%
7,407 $529 Million
Q3 2024

Dec 12, 2024
BUY
$63.28 - $70.06 $205,406 - $227,414
3,246 Added 85.85%
7,027 $492 Million
Q1 2024

Dec 12, 2024
BUY
$57.38 - $64.15 $216,953 - $242,551
3,781 New
3,781 $243 Million

Others Institutions Holding SPTM

# of Institutions
701
Shares Held
92.4M
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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