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

Modera Wealth Management, LLC

$7.91 Billion
Q2 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 29,625 shares of SPTM stock, worth $2.4 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

29,625

Previous 29,914 0.97%

Holding current value

$2.4 Million

Previous $2.03 Million 9.05%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$60.34 - $74.89 $17,438 - $21,643	-289 Reduced 0.97%	29,625 $2.22 Million
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

724

Shares Held

95M

Call Options Held

24.2K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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