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

Fox Financial, Inc

$118 Billion
Q2 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 311,660 shares of SPTM stock, worth $24.9 Million. This represents 19.73% of its overall portfolio holdings.

Number of Shares

311,660

Previous 309,185 0.8%

Holding current value

$24.9 Million

Previous $21 Billion 11.0%

% of portfolio

19.73%

Previous 19.79%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$60.34 - $74.89 $149,341 - $185,352	2,475 Added 0.8%	311,660 $23.3 Billion
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

733

Shares Held

95M

Call Options Held

24.2K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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