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

Kingsview Wealth Management, LLC

$5.76 Billion
Q3 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 384,490 shares of SPTM stock, worth $31.2 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

384,490

Previous 371,844 3.4%

Holding current value

$31.2 Million

Previous $27.8 Million 11.35%

% of portfolio

0.54%

Previous 0.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$74.93 - $80.73 $947,564 - $1.02 Million	12,646 Added 3.4%	384,490 $31 Million
Q2 2025 Aug 08, 2025	BUY	$60.34 - $74.89 $2 Million - $2.48 Million	33,068 Added 9.76%	371,844 $27.8 Million
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

760

Shares Held

98.3M

Call Options Held

46.9K

Put Options Held

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