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

Jacksonville Wealth Management, LLC

  • $124 Billion
  • Q2 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 30,545 shares of SPTM stock, worth $2.36 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
30,545
Previous 49,098 37.79%
Holding current value
$2.36 Million
Previous $3.34 Billion 31.49%
% of portfolio
1.84%
Previous 3.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$60.34 - $74.89 $1.12 Million - $1.39 Million
-18,553 Reduced 37.79%
30,545 $2.29 Billion
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
720
Shares Held
94.4M
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
Track This Portfolio

Track Jacksonville Wealth Management, LLC Portfolio

Follow Jacksonville Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jacksonville Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jacksonville Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email