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

Epg Wealth Management LLC

  • $363 Billion
  • Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Epg Wealth Management LLC holds 8 shares of SPTM stock, worth $660. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8
Holding current value
$660
% of portfolio
0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$74.93 - $80.73 $599 - $645
8 New
8 $645,000
Q2 2024

Aug 13, 2024
SELL
$60.69 - $66.83 $2,488 - $2,740
-41 Closed
0 $0
Q3 2023

Nov 13, 2023
SELL
$52.22 - $56.31 $2,245 - $2,421
-43 Reduced 51.19%
41 $2,000
Q2 2023

Aug 15, 2023
SELL
$49.75 - $54.44 $17,860 - $19,543
-359 Reduced 81.04%
84 $4,000
Q3 2022

Nov 15, 2022
BUY
$44.11 - $53.04 $19,540 - $23,496
443 New
443 $20,000
Q2 2022

Aug 15, 2022
SELL
$45.19 - $56.15 $39,993 - $49,692
-885 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$51.36 - $58.82 $22,701 - $25,998
442 Added 99.77%
885 $49,000
Q3 2021

Nov 15, 2021
BUY
$52.32 - $55.93 $23,177 - $24,776
443 New
443 $23,000

Others Institutions Holding SPTM

# of Institutions
754
Shares Held
97.3M
Call Options Held
24.2K
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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