Legacy Capital Group California, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Legacy Capital Group California, Inc.

  • $393 Billion
  • Q3 2025

A detailed history of Legacy Capital Group California, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 71,781 shares of SPTM stock, worth $5.83 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
71,781
Previous 72,716 1.29%
Holding current value
$5.83 Million
Previous $5.45 Billion 6.31%
% of portfolio
1.47%
Previous 1.51%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$74.93 - $80.73 $70,059 - $75,482
-935 Reduced 1.29%
71,781 $5.79 Billion
Q2 2025

Jul 14, 2025
SELL
$60.34 - $74.89 $267,185 - $331,612
-4,428 Reduced 5.74%
72,716 $5.45 Billion
Q1 2025

May 09, 2025
BUY
$67.03 - $74.61 $75,341 - $83,861
1,124 Added 1.48%
77,144 $5.25 Billion
Q4 2024

Feb 03, 2025
BUY
$69.3 - $74.3 $1.16 Million - $1.25 Million
16,793 Added 28.35%
76,020 $5.43 Billion
Q3 2024

Oct 23, 2024
BUY
$63.28 - $70.06 $1.85 Million - $2.05 Million
29,265 Added 97.67%
59,227 $4.15 Billion
Q2 2024

Jul 22, 2024
SELL
$60.69 - $66.83 $38,659 - $42,570
-637 Reduced 2.08%
29,962 $1.99 Billion
Q1 2024

May 07, 2024
SELL
$57.38 - $64.15 $2.06 Million - $2.31 Million
-35,965 Reduced 54.03%
30,599 $1.96 Billion
Q4 2023

Feb 08, 2024
SELL
$50.31 - $58.65 $110,229 - $128,502
-2,191 Reduced 3.19%
66,564 $3.89 Billion
Q3 2023

Nov 06, 2023
SELL
$52.22 - $56.31 $153,996 - $166,058
-2,949 Reduced 4.11%
68,755 $3.61 Billion
Q2 2023

Aug 10, 2023
SELL
$49.75 - $54.44 $82,336 - $90,098
-1,655 Reduced 2.26%
71,704 $3.9 Billion
Q1 2023

May 11, 2023
BUY
$46.97 - $51.65 $3.45 Million - $3.79 Million
73,359 New
73,359 $3.7 Billion

Others Institutions Holding SPTM

# of Institutions
760
Shares Held
98.3M
Call Options Held
46.9K
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
Track This Portfolio

Track Legacy Capital Group California, Inc. Portfolio

Follow Legacy Capital Group California, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Capital Group California, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Group California, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email