Accurate Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 2025

A detailed history of Accurate Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 2,744 shares of SPTM stock, worth $219,355. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,744
Holding current value
$219,355
% of portfolio
0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$74.93 - $80.73 $205,607 - $221,523
2,744 New
2,744 $221,000
Q4 2022

Jan 11, 2023
BUY
$44.09 - $50.41 $21,030 - $24,045
477 New
477 $0
Q2 2022

Aug 04, 2022
SELL
$45.19 - $56.15 $152,245 - $189,169
-3,369 Reduced 17.16%
16,262 $779,000
Q1 2022

May 10, 2022
BUY
$51.36 - $58.82 $658,435 - $754,072
12,820 Added 188.22%
19,631 $1.09 Million
Q3 2021

Oct 22, 2021
BUY
$52.32 - $55.93 $82,247 - $87,921
1,572 Added 30.01%
6,811 $376,000
Q2 2021

Aug 25, 2021
BUY
$49.77 - $52.97 $260,745 - $277,509
5,239 New
5,239 $278,000

Others Institutions Holding SPTM

# of Institutions
737
Shares Held
94.9M
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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