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

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Modera Wealth Management, LLC holds 29,914 shares of SPTM stock, worth $2.14 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
29,914
Previous 31,552 5.19%
Holding current value
$2.14 Million
Previous $2.25 Million 9.72%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$67.03 - $74.61 $109,795 - $122,211
-1,638 Reduced 5.19%
29,914 $2.03 Million
Q4 2024

Feb 05, 2025
BUY
$69.3 - $74.3 $1.8 Million - $1.93 Million
25,918 Added 460.03%
31,552 $2.25 Million
Q3 2024

Oct 24, 2024
SELL
$63.28 - $70.06 $506 - $560
-8 Reduced 0.14%
5,634 $394,000
Q3 2023

Nov 30, 2023
BUY
$52.22 - $56.31 $294,625 - $317,701
5,642 New
5,642 $296,000
Q2 2023

Aug 07, 2023
BUY
$49.75 - $54.44 $280,888 - $307,368
5,646 New
5,646 $307,000

Others Institutions Holding SPTM

# of Institutions
701
Shares Held
92.4M
Call Options Held
8.6K
Put Options Held
4.1K
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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