Beam Wealth Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Beam Wealth Advisors, Inc.

$330 Million
Q3 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 56,846 shares of SPTM stock, worth $4.61 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

56,846

Previous 65,165 12.77%

Holding current value

$4.61 Million

Previous $4.88 Million 6.07%

% of portfolio

1.39%

Previous 1.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$74.93 - $80.73 $623,342 - $671,592	-8,319 Reduced 12.77%	56,846 $4.58 Million
Q2 2025 Aug 04, 2025	SELL	$60.34 - $74.89 $26,971 - $33,475	-447 Reduced 0.68%	65,165 $4.88 Million
Q1 2025 May 09, 2025	BUY	$67.03 - $74.61 $11,529 - $12,832	172 Added 0.26%	65,612 $4.46 Million
Q4 2024 Feb 06, 2025	BUY	$69.3 - $74.3 $12,681 - $13,596	183 Added 0.28%	65,440 $4.67 Million
Q3 2024 Nov 04, 2024	SELL	$63.28 - $70.06 $23,476 - $25,992	-371 Reduced 0.57%	65,257 $4.57 Million

Q2 2024 Aug 07, 2024	BUY	$60.69 - $66.83 $3.98 Million - $4.39 Million	65,628 New	65,628 $4.35 Million
Q1 2020 Apr 08, 2020	SELL	$27.12 - $41.81 $303,391 - $467,728	-11,187 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$35.63 - $39.97 $398,592 - $447,144	11,187 New	11,187 $446,000

Others Institutions Holding SPTM

# of Institutions

760

Shares Held

98.3M

Call Options Held

46.9K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Beam Wealth Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History