Adams Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History

Adams Wealth Management

$458 Million
Q1 2025

A detailed history of Adams Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Adams Wealth Management holds 5,785 shares of SPTM stock, worth $446,023. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,785

Previous 4,854 19.18%

Holding current value

$446,023

Previous $346,000 13.58%

% of portfolio

0.09%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$67.03 - $74.61 $62,404 - $69,461	931 Added 19.18%	5,785 $393,000
Q4 2024 Feb 13, 2025	SELL	$69.3 - $74.3 $29,244 - $31,354	-422 Reduced 8.0%	4,854 $346,000
Q3 2024 Oct 28, 2024	BUY	$63.28 - $70.06 $26,451 - $29,285	418 Added 8.6%	5,276 $369,000
Q2 2024 Jul 16, 2024	SELL	$60.69 - $66.83 $59,779 - $65,827	-985 Reduced 16.86%	4,858 $322,000
Q1 2024 May 20, 2024	BUY	$57.38 - $64.15 $110,513 - $123,552	1,926 Added 49.17%	5,843 $374,000
Q4 2023 Feb 12, 2024	SELL	$50.31 - $58.65 $139,157 - $162,225	-2,766 Reduced 41.39%	3,917 $228,000
Q3 2023 Nov 09, 2023	BUY	$52.22 - $56.31 $96,607 - $104,173	1,850 Added 38.28%	6,683 $350,000
Q2 2023 Aug 14, 2023	BUY	$49.75 - $54.44 $37,810 - $41,374	760 Added 18.66%	4,833 $263,000
Q1 2023 May 03, 2023	BUY	$46.97 - $51.65 $191,308 - $210,370	4,073 New	4,073 $205,000

Others Institutions Holding SPTM

# of Institutions

716

Shares Held

93.6M

Call Options Held

8.6K

Put Options Held

4.1K

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Adams Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History