Cahill Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Cahill Wealth Management, LLC

$196 Million
Q1 2025

A detailed history of Cahill Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Cahill Wealth Management, LLC holds 26,335 shares of SPTM stock, worth $2.02 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

26,335

Previous 26,565 0.87%

Holding current value

$2.02 Million

Previous $1.9 Million 5.59%

% of portfolio

0.91%

Previous 0.97%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$67.03 - $74.61 $15,416 - $17,160	-230 Reduced 0.87%	26,335 $1.79 Million
Q4 2024 Feb 13, 2025	SELL	$69.3 - $74.3 $8,593 - $9,213	-124 Reduced 0.46%	26,565 $1.9 Million
Q3 2024 Nov 01, 2024	SELL	$63.28 - $70.06 $376,895 - $417,277	-5,956 Reduced 18.24%	26,689 $1.87 Million
Q2 2024 Aug 13, 2024	BUY	$60.69 - $66.83 $442,612 - $487,391	7,293 Added 28.77%	32,645 $2.17 Million
Q1 2024 May 10, 2024	BUY	$57.38 - $64.15 $126,924 - $141,899	2,212 Added 9.56%	25,352 $1.63 Million
Q4 2023 Jan 29, 2024	SELL	$50.31 - $58.65 $20,576 - $23,987	-409 Reduced 1.74%	23,140 $1.35 Million
Q3 2023 Oct 31, 2023	SELL	$52.22 - $56.31 $9,086 - $9,797	-174 Reduced 0.73%	23,549 $1.24 Million
Q2 2023 Aug 11, 2023	BUY	$49.75 - $54.44 $248 - $272	5 Added 0.02%	23,723 $1.29 Million
Q1 2023 May 08, 2023	BUY	$46.97 - $51.65 $281 - $309	6 Added 0.03%	23,718 $1.2 Million
Q4 2022 Feb 14, 2023	BUY	$44.09 - $50.41 $113,487 - $129,755	2,574 Added 12.18%	23,712 $1.12 Million
Q3 2022 Nov 10, 2022	SELL	$44.11 - $53.04 $19,099 - $22,966	-433 Reduced 2.01%	21,138 $932,000
Q2 2022 Aug 15, 2022	SELL	$45.19 - $56.15 $84,234 - $104,663	-1,864 Reduced 7.95%	21,571 $1 Million
Q1 2022 May 10, 2022	BUY	$51.36 - $58.82 $1.2 Million - $1.38 Million	23,435 New	23,435 $1.3 Million

Others Institutions Holding SPTM

# of Institutions

719

Shares Held

92.4M

Call Options Held

8.6K

Put Options Held

4.1K

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Cahill Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History