Barnes Wealth Management Group, Inc Spdr Portfolio S&P 1500 Compos Transaction History

Barnes Wealth Management Group, Inc

  • $169 Billion
  • Q2 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 8,644 shares of SPTM stock, worth $691,001. This represents 0.38% of its overall portfolio holdings.

Number of Shares
8,644
Previous 7,629 13.3%
Holding current value
$691,001
Previous $519 Million 24.76%
% of portfolio
0.38%
Previous 0.33%

Shares

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

Aug 27, 2025
BUY
$60.34 - $74.89 $61,245 - $76,013
1,015 Added 13.3%
8,644 $647 Million
Q1 2025

May 14, 2025
SELL
$67.03 - $74.61 $4,826 - $5,371
-72 Reduced 0.93%
7,629 $519 Million
Q4 2024

May 12, 2025
BUY
$69.3 - $74.3 $533,679 - $572,184
7,701 New
7,701 $550 Million

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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