Foundations Investment Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Foundations Investment Advisors, LLC

$6.26 Billion
Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 8,795 shares of SPTM stock, worth $722,245. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,795

Previous 6,538 34.52%

Holding current value

$722,245

Previous $489,000 44.99%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$74.93 - $80.73 $169,117 - $182,207	2,257 Added 34.52%	8,795 $709,000
Q2 2025 Aug 08, 2025	BUY	$60.34 - $74.89 $77,657 - $96,383	1,287 Added 24.51%	6,538 $489,000
Q1 2025 May 07, 2025	SELL	$67.03 - $74.61 $33,246 - $37,006	-496 Reduced 8.63%	5,251 $357,000
Q4 2024 Jan 22, 2025	SELL	$69.3 - $74.3 $27,373 - $29,348	-395 Reduced 6.43%	5,747 $410,000
Q3 2024 Oct 21, 2024	SELL	$63.28 - $70.06 $2.22 Million - $2.46 Million	-35,119 Reduced 85.11%	6,142 $430,000
Q2 2024 Aug 02, 2024	SELL	$60.69 - $66.83 $8.65 Million - $9.52 Million	-142,483 Reduced 77.54%	41,261 $2.74 Million
Q1 2024 May 13, 2024	BUY	$57.38 - $64.15 $733,947 - $820,542	12,791 Added 7.48%	183,744 $11.8 Million
Q4 2023 Feb 08, 2024	BUY	$50.31 - $58.65 $633,251 - $738,227	12,587 Added 7.95%	170,953 $9.99 Million
Q3 2023 Oct 05, 2023	SELL	$52.22 - $56.31 $314,364 - $338,986	-6,020 Reduced 3.66%	158,366 $8.31 Million
Q2 2023 Jul 19, 2023	BUY	$49.75 - $54.44 $398,049 - $435,574	8,001 Added 5.12%	164,386 $8.95 Million
Q1 2023 Apr 25, 2023	BUY	$46.97 - $51.65 $826,343 - $908,678	17,593 Added 12.68%	156,385 $7.89 Million
Q4 2022 Jan 11, 2023	BUY	$44.09 - $50.41 $328,735 - $375,856	7,456 Added 5.68%	138,792 $0
Q3 2022 Oct 19, 2022	SELL	$44.11 - $53.04 $425,749 - $511,942	-9,652 Reduced 6.85%	131,336 $5.79 Million
Q2 2022 Jul 08, 2022	BUY	$45.19 - $56.15 $509,472 - $633,035	11,274 Added 8.69%	140,988 $6.65 Million
Q1 2022 Apr 19, 2022	BUY	$51.36 - $58.82 $392,184 - $449,149	7,636 Added 6.26%	129,714 $7 Million
Q4 2021 Jan 21, 2022	BUY	$52.99 - $58.74 $468,696 - $519,555	8,845 Added 7.81%	122,078 $7.07 Million
Q3 2021 Oct 13, 2021	BUY	$52.32 - $55.93 $554,487 - $592,746	10,598 Added 10.33%	113,233 $6.06 Million
Q2 2021 Jul 14, 2021	BUY	$49.77 - $52.97 $507,902 - $540,558	10,205 Added 11.04%	102,635 $5.52 Million
Q1 2021 Apr 09, 2021	BUY	$45.48 - $49.44 $419,416 - $455,935	9,222 Added 11.08%	92,430 $4.66 Million
Q4 2020 Jan 13, 2021	BUY	$39.96 - $46.09 $90,349 - $104,209	2,261 Added 2.79%	83,208 $3.92 Million
Q3 2020 Oct 07, 2020	BUY	$37.97 - $43.65 $157,423 - $180,972	4,146 Added 5.4%	80,947 $3.31 Million
Q2 2020 Jul 08, 2020	BUY	$29.99 - $39.74 $353,402 - $468,296	11,784 Added 18.12%	76,801 $2.93 Million
Q1 2020 Apr 06, 2020	BUY	$27.12 - $41.81 $430,448 - $663,608	15,872 Added 32.3%	65,017 $1.95 Million
Q4 2019 Jan 09, 2020	BUY	$35.63 - $39.97 $275,277 - $308,808	7,726 Added 18.65%	49,145 $1.97 Million
Q3 2019 Oct 07, 2019	BUY	$36.53 - $37.33 $1.51 Million - $1.55 Million	41,419 New	41,419 $1.49 Million

Others Institutions Holding SPTM

# of Institutions

746

Shares Held

94.8M

Call Options Held

24.2K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Account

Foundations Investment Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History