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

Centricity Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Centricity Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 321 shares of SPTM stock, worth $24,749. This represents 0.02% of its overall portfolio holdings.

Number of Shares
321
Previous 315 1.9%
Holding current value
$24,749
Previous $21.4 Million 12.22%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 18, 2025
BUY
$60.34 - $74.89 $362 - $449
6 Added 1.9%
321 $24 Million
Q1 2025

Apr 14, 2025
BUY
$67.03 - $74.61 $469 - $522
7 Added 2.27%
315 $21.4 Million
Q4 2024

Feb 03, 2025
BUY
$69.3 - $74.3 $21,344 - $22,884
308 New
308 $22 Million

Others Institutions Holding SPTM

# of Institutions
716
Shares Held
93.6M
Call Options Held
8.6K
Put Options Held
4.1K
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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