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

Adams Wealth Management

  • $474 Million
  • Q2 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 5,892 shares of SPTM stock, worth $471,006. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,892
Previous 5,785 1.85%
Holding current value
$471,006
Previous $393,000 12.21%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Sep 25, 2025
BUY
$60.34 - $74.89 $6,456 - $8,013
107 Added 1.85%
5,892 $441,000
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
743
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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