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

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025

A detailed history of Evercore Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 10,067 shares of SPTM stock, worth $820,057. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,067
Previous 6,111 64.74%
Holding current value
$820,057
Previous $415,000 81.45%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
$60.34 - $74.89 $238,705 - $296,264
3,956 Added 64.74%
10,067 $753,000
Q1 2025

May 15, 2025
BUY
$67.03 - $74.61 $409,620 - $455,941
6,111 New
6,111 $415,000

Others Institutions Holding SPTM

# of Institutions
724
Shares Held
94.8M
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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