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

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 338,776 shares of SPTM stock, worth $26.2 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

338,776

Previous 319,075 6.17%

Holding current value

$26.2 Million

Previous $22.8 Million 1.09%

% of portfolio

0.49%

Previous 0.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$67.03 - $74.61 $1.32 Million - $1.47 Million	19,701 Added 6.17%	338,776 $23 Million
Q4 2024 Jan 28, 2025	BUY	$69.3 - $74.3 $21.6 Million - $23.2 Million	311,581 Added 4157.74%	319,075 $22.8 Million
Q3 2024 Nov 12, 2024	BUY	$63.28 - $70.06 $126,749 - $140,330	2,003 Added 36.48%	7,494 $525,000
Q2 2024 Aug 14, 2024	BUY	$60.69 - $66.83 $333,248 - $366,963	5,491 New	5,491 $364,000
Q2 2020 Aug 14, 2020	SELL	$29.99 - $39.74 $234,791 - $311,124	-7,829 Closed	0 $0
Q1 2020 May 11, 2020	BUY	$27.12 - $41.81 $212,322 - $327,330	7,829 New	7,829 $246,000

Others Institutions Holding SPTM

# of Institutions

713

Shares Held

93.1M

Call Options Held

8.6K

Put Options Held

4.1K

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Kingsview Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History