Lloyd Advisory Services, Llc. Spdr Portfolio S&P 1500 Compos Transaction History

Lloyd Advisory Services, Llc.

$85.5 Million
Q3 2025

A detailed history of Lloyd Advisory Services, Llc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 3,857 shares of SPTM stock, worth $313,072. This represents 0.36% of its overall portfolio holdings.

Number of Shares

3,857

Previous 5,340 27.77%

Holding current value

$313,072

Previous $399,000 22.06%

% of portfolio

0.36%

Previous 0.38%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$74.93 - $80.73 $111,121 - $119,722	-1,483 Reduced 27.77%	3,857 $311,000
Q2 2025 Jul 16, 2025	SELL	$60.34 - $74.89 $25,101 - $31,154	-416 Reduced 7.23%	5,340 $399,000
Q1 2025 Apr 14, 2025	SELL	$67.03 - $74.61 $14,880 - $16,563	-222 Reduced 3.71%	5,756 $389,000
Q4 2024 Feb 03, 2025	BUY	$69.3 - $74.3 $95,495 - $102,385	1,378 Added 29.96%	5,978 $427,000
Q3 2024 Oct 10, 2024	BUY	$63.28 - $70.06 $291,088 - $322,276	4,600 New	4,600 $322,000

Q4 2023 Feb 13, 2024	BUY	$50.31 - $58.65 $277,761 - $323,806	5,521 New	5,521 $322,000
Q2 2022 Aug 15, 2022	SELL	$45.19 - $56.15 $122,419 - $152,110	-2,709 Reduced 26.65%	7,455 $347,000
Q1 2022 May 02, 2022	BUY	$51.36 - $58.82 $205 - $235	4 Added 0.04%	10,164 $565,000
Q4 2021 Jan 26, 2022	BUY	$52.99 - $58.74 $53,095 - $58,857	1,002 Added 10.94%	10,160 $594,000
Q3 2021 Oct 21, 2021	SELL	$52.32 - $55.93 $11,981 - $12,807	-229 Reduced 2.44%	9,158 $485,000
Q2 2021 Aug 09, 2021	BUY	$49.77 - $52.97 $80,726 - $85,917	1,622 Added 20.89%	9,387 $497,000
Q1 2021 May 04, 2021	SELL	$45.48 - $49.44 $234,540 - $254,962	-5,157 Reduced 39.91%	7,765 $382,000
Q4 2020 Feb 04, 2021	BUY	$39.96 - $46.09 $516,363 - $595,574	12,922 New	12,922 $596,000

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
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lloyd Advisory Services, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Lloyd Advisory Services, Llc. with notifications on news.

Account

Lloyd Advisory Services, Llc. Spdr Portfolio S&P 1500 Compos Transaction History