Legacy Capital Wealth Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Legacy Capital Wealth Partners, LLC

  • $463 Million
  • Q3 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 13,107 shares of SPTM stock, worth $1.06 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
13,107
Previous 11,536 13.62%
Holding current value
$1.06 Million
Previous $863,000 22.48%
% of portfolio
0.23%
Previous 0.19%

Shares

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

Nov 13, 2025
BUY
$74.93 - $80.73 $117,715 - $126,826
1,571 Added 13.62%
13,107 $1.06 Million
Q2 2025

Aug 13, 2025
SELL
$60.34 - $74.89 $483,987 - $600,692
-8,021 Reduced 41.01%
11,536 $863,000
Q1 2025

May 02, 2025
SELL
$67.03 - $74.61 $8,646 - $9,624
-129 Reduced 0.66%
19,557 $1.33 Million
Q4 2024

Jan 30, 2025
BUY
$69.3 - $74.3 $297,990 - $319,490
4,300 Added 27.95%
19,686 $1.41 Million
Q3 2024

Nov 04, 2024
BUY
$63.28 - $70.06 $434,607 - $481,172
6,868 Added 80.63%
15,386 $1.08 Million
Q2 2024

Aug 01, 2024
BUY
$60.69 - $66.83 $516,957 - $569,257
8,518 New
8,518 $565,000
Q4 2023

Feb 05, 2024
SELL
$50.31 - $58.65 $78,332 - $91,318
-1,557 Reduced 8.32%
17,146 $1 Million
Q3 2023

Oct 16, 2023
BUY
$52.22 - $56.31 $976,670 - $1.05 Million
18,703 New
18,703 $981,000
Q1 2023

May 10, 2023
BUY
$46.97 - $51.65 $986,370 - $1.08 Million
21,000 New
21,000 $1.06 Million

Others Institutions Holding SPTM

# of Institutions
761
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
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