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
721
Shares Held
94.8M
Call Options Held
24.2K
Put Options Held
0
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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