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

Legacy Wealth Management, LLC / Ms

  • $329 Billion
  • Q2 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 3,969 shares of SPTM stock, worth $317,281. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,969
Previous 7,412 46.45%
Holding current value
$317,281
Previous $504 Million 41.03%
% of portfolio
0.09%
Previous 0.16%

Shares

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

Jul 01, 2025
SELL
$60.34 - $74.89 $207,750 - $257,846
-3,443 Reduced 46.45%
3,969 $297 Million
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
731
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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