Ever Source Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 7,113 shares of SPTM stock, worth $577,362. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,113
Previous 10,257 30.65%
Holding current value
$577,362
Previous $768,000 25.39%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 10, 2025
SELL
$74.93 - $80.73 $235,579 - $253,815
-3,144 Reduced 30.65%
7,113 $573,000
Q2 2025

Aug 13, 2025
SELL
$60.34 - $74.89 $46,461 - $57,665
-770 Reduced 6.98%
10,257 $768,000
Q1 2025

May 13, 2025
BUY
$67.03 - $74.61 $694,296 - $772,810
10,358 Added 1548.28%
11,027 $749,000
Q4 2024

Feb 07, 2025
BUY
$69.3 - $74.3 $46,361 - $49,706
669 New
669 $47,000
Q2 2024

Aug 13, 2024
BUY
$60.69 - $66.83 $6,493 - $7,150
107 New
107 $7,000
Q1 2024

Jun 11, 2024
BUY
$57.38 - $64.15 $0 - $0
0 New
0 $0

Others Institutions Holding SPTM

# of Institutions
760
Shares Held
98.3M
Call Options Held
46.9K
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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