Journey Strategic Wealth LLC Spdr Portfolio S&P 1500 Compos Transaction History

Journey Strategic Wealth LLC

  • $3.03 Billion
  • Q2 2025

A detailed history of Journey Strategic Wealth LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 5,052 shares of SPTM stock, worth $403,856. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,052
Previous 8,548 40.9%
Holding current value
$403,856
Previous $581,000 34.94%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Aug 12, 2025
SELL
$60.34 - $74.89 $210,948 - $261,815
-3,496 Reduced 40.9%
5,052 $378,000
Q1 2025

May 06, 2025
SELL
$67.03 - $74.61 $281,794 - $313,660
-4,204 Reduced 32.97%
8,548 $581,000
Q4 2024

Jan 24, 2025
SELL
$69.3 - $74.3 $868,606 - $931,276
-12,534 Reduced 49.57%
12,752 $910,000
Q3 2024

Nov 12, 2024
BUY
$63.28 - $70.06 $1.6 Million - $1.77 Million
25,286 New
25,286 $1.77 Million

Others Institutions Holding SPTM

# of Institutions
733
Shares Held
95M
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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