Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,784 shares of SPTM stock, worth $389,494. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,784
Previous 5,784 -0.0%
Holding current value
$389,494
Previous $413 Million 4.79%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$69.3 - $74.3 $400,831 - $429,751
5,784 New
5,784 $413 Million
Q2 2024

Jul 09, 2024
SELL
$60.69 - $66.83 $4,612 - $5,079
-76 Reduced 1.28%
5,863 $389 Million
Q1 2024

Apr 15, 2024
SELL
$57.38 - $64.15 $17,214 - $19,245
-300 Reduced 4.81%
5,939 $381 Million
Q3 2023

Oct 23, 2023
BUY
$52.22 - $56.31 $325,800 - $351,318
6,239 New
6,239 $327 Million

Others Institutions Holding SPTM

# of Institutions
687
Shares Held
89.7M
Call Options Held
9K
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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