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

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Congress Wealth Management LLC holds 8,383 shares of SPTM stock, worth $594,019. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,383
Holding current value
$594,019
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$69.3 - $74.3 $580,941 - $622,856
8,383 New
8,383 $598,000
Q4 2023

Feb 09, 2024
BUY
$50.31 - $58.65 $3.55 Million - $4.14 Million
70,540 New
70,540 $4.12 Million
Q4 2022

Feb 02, 2023
BUY
$44.09 - $50.41 $272,696 - $311,785
6,185 New
6,185 $292,000
Q2 2022

Aug 11, 2022
SELL
$45.19 - $56.15 $648,792 - $806,145
-14,357 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$51.36 - $58.82 $76,731 - $87,877
-1,494 Reduced 9.43%
14,357 $798,000
Q4 2021

Feb 04, 2022
BUY
$52.99 - $58.74 $839,944 - $931,087
15,851 New
15,851 $926,000

Others Institutions Holding SPTM

# of Institutions
677
Shares Held
93.6M
Call Options Held
9K
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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