Fox Financial, Inc Spdr Portfolio S&P 1500 Compos Transaction History

Fox Financial, Inc

$106 Billion
Q1 2025

A detailed history of Fox Financial, Inc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Fox Financial, Inc holds 309,185 shares of SPTM stock, worth $20.8 Million. This represents 19.79% of its overall portfolio holdings.

Number of Shares

309,185

Previous 306,509 0.87%

Holding current value

$20.8 Million

Previous $21.9 Billion 3.96%

% of portfolio

19.79%

Previous 19.78%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$67.03 - $74.61 $179,372 - $199,656	2,676 Added 0.87%	309,185 $21 Billion
Q4 2024 Jan 23, 2025	SELL	$69.3 - $74.3 $860,498 - $922,583	-12,417 Reduced 3.89%	306,509 $21.9 Billion
Q3 2024 Oct 30, 2024	BUY	$63.28 - $70.06 $91,502 - $101,306	1,446 Added 0.46%	318,926 $22.3 Billion
Q2 2024 Jul 22, 2024	SELL	$60.69 - $66.83 $494,502 - $544,530	-8,148 Reduced 2.5%	317,480 $21.1 Billion
Q1 2024 May 03, 2024	SELL	$57.38 - $64.15 $283,342 - $316,772	-4,938 Reduced 1.49%	325,628 $20.9 Billion
Q4 2023 Jan 26, 2024	BUY	$50.31 - $58.65 $16.6 Million - $19.4 Million	330,566 New	330,566 $19.3 Billion

Others Institutions Holding SPTM

# of Institutions

687

Shares Held

89.7M

Call Options Held

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 Fox Financial, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Fox Financial, Inc with notifications on news.

Account

Fox Financial, Inc Spdr Portfolio S&P 1500 Compos Transaction History