Arkadios Wealth Advisors Spdr Portfolio S&P 1500 Compos Transaction History

Arkadios Wealth Advisors

$3.16 Billion
Q2 2025

A detailed history of Arkadios Wealth Advisors transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Arkadios Wealth Advisors holds 9,584 shares of SPTM stock, worth $771,607. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,584

Previous 9,702 1.22%

Holding current value

$771,607

Previous $659,000 8.8%

% of portfolio

0.02%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$60.34 - $74.89 $7,120 - $8,837	-118 Reduced 1.22%	9,584 $717,000
Q1 2025 May 08, 2025	BUY	$67.03 - $74.61 $99,941 - $111,243	1,491 Added 18.16%	9,702 $659,000
Q4 2024 Jan 15, 2025	BUY	$69.3 - $74.3 $1,593 - $1,708	23 Added 0.28%	8,211 $586,000
Q3 2024 Oct 24, 2024	SELL	$63.28 - $70.06 $34,677 - $38,392	-548 Reduced 6.27%	8,188 $573,000
Q2 2024 Jul 29, 2024	SELL	$60.69 - $66.83 $248,100 - $273,201	-4,088 Reduced 31.88%	8,736 $579,000
Q1 2024 Apr 30, 2024	SELL	$57.38 - $64.15 $10,041 - $11,226	-175 Reduced 1.35%	12,824 $822,000
Q4 2023 Jan 24, 2024	BUY	$50.31 - $58.65 $653,979 - $762,391	12,999 New	12,999 $759,000
Q2 2022 Jul 14, 2022	BUY	$45.19 - $56.15 $180 - $224	4 Added 0.06%	6,770 $315,000
Q1 2022 May 02, 2022	SELL	$51.36 - $58.82 $13,764 - $15,763	-268 Reduced 3.81%	6,766 $376,000
Q4 2021 Feb 03, 2022	BUY	$52.99 - $58.74 $309,620 - $343,217	5,843 Added 490.6%	7,034 $411,000
Q3 2021 Oct 19, 2021	BUY	$52.32 - $55.93 $15,329 - $16,387	293 Added 32.63%	1,191 $63,000
Q2 2021 Jul 28, 2021	BUY	$49.77 - $52.97 $149 - $158	3 Added 0.34%	898 $47,000
Q1 2021 Apr 26, 2021	BUY	$45.48 - $49.44 $136 - $148	3 Added 0.34%	895 $44,000
Q4 2020 Feb 09, 2021	BUY	$39.96 - $46.09 $35,004 - $40,374	876 Added 5475.0%	892 $41,000
Q2 2020 Aug 10, 2020	BUY	$29.99 - $39.74 $479 - $635	16 New	16 $623,000
Q1 2020 May 14, 2020	SELL	$27.12 - $41.81 $18,360 - $28,305	-677 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$35.63 - $39.97 $24,121 - $27,059	677 New	677 $0

Others Institutions Holding SPTM

# of Institutions

727

Shares Held

94.7M

Call Options Held

24.2K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Arkadios Wealth Advisors Spdr Portfolio S&P 1500 Compos Transaction History