Envestnet Portfolio Solutions, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 9,000 shares of SPTM stock, worth $606,060. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,000

Previous 10,193 11.7%

Holding current value

$606,060

Previous $728,000 15.93%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$67.03 - $74.61 $79,966 - $89,009	-1,193 Reduced 11.7%	9,000 $612,000
Q4 2024 Feb 10, 2025	BUY	$69.3 - $74.3 $110,117 - $118,062	1,589 Added 18.47%	10,193 $728,000
Q3 2024 Oct 31, 2024	BUY	$63.28 - $70.06 $32,272 - $35,730	510 Added 6.3%	8,604 $602,000
Q2 2024 Jul 16, 2024	SELL	$60.69 - $66.83 $50,615 - $55,736	-834 Reduced 9.34%	8,094 $537,000
Q1 2024 May 06, 2024	SELL	$57.38 - $64.15 $143,736 - $160,695	-2,505 Reduced 21.91%	8,928 $572,000
Q4 2023 Feb 07, 2024	SELL	$50.31 - $58.65 $33,908 - $39,530	-674 Reduced 5.57%	11,433 $668,000
Q3 2023 Nov 13, 2023	BUY	$52.22 - $56.31 $632,227 - $681,745	12,107 New	12,107 $635,000

Others Institutions Holding SPTM

# of Institutions

687

Shares Held

89.7M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Envestnet Portfolio Solutions, Inc. Spdr Portfolio S&P 1500 Compos Transaction History