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

Jacksonville Wealth Management, LLC

  • $102 Billion
  • Q1 2025

A detailed history of Jacksonville Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Jacksonville Wealth Management, LLC holds 49,098 shares of SPTM stock, worth $3.47 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
49,098
Previous 48,204 1.85%
Holding current value
$3.47 Million
Previous $3.44 Billion 3.02%
% of portfolio
3.29%
Previous 3.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$67.03 - $74.61 $59,924 - $66,701
894 Added 1.85%
49,098 $3.34 Billion
Q4 2024

Jan 21, 2025
BUY
$69.3 - $74.3 $3.34 Million - $3.58 Million
48,204 New
48,204 $3.44 Billion

Others Institutions Holding SPTM

# of Institutions
700
Shares Held
92.2M
Call Options Held
8.6K
Put Options Held
4.1K
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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