Moseley Investment Management Inc Spdr Portfolio S&P 1500 Compos Transaction History

Moseley Investment Management Inc

$282 Million
Q2 2025

A detailed history of Moseley Investment Management Inc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Moseley Investment Management Inc holds 7,554 shares of SPTM stock, worth $603,866. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,554

Previous 7,514 0.53%

Holding current value

$603,866

Previous $507,000 11.44%

% of portfolio

0.2%

Previous 0.2%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$60.34 - $74.89 $2,413 - $2,995	40 Added 0.53%	7,554 $565,000
Q1 2025 Apr 15, 2025	SELL	$67.03 - $74.61 $70,716 - $78,713	-1,055 Reduced 12.31%	7,514 $507,000
Q4 2024 Jan 14, 2025	SELL	$69.3 - $74.3 $29,591 - $31,726	-427 Reduced 4.75%	8,569 $612,000
Q3 2024 Oct 16, 2024	SELL	$63.28 - $70.06 $16,452 - $18,215	-260 Reduced 2.81%	8,996 $630,000
Q2 2024 Jul 16, 2024	SELL	$60.69 - $66.83 $17,903 - $19,714	-295 Reduced 3.09%	9,256 $614,000
Q1 2024 Apr 04, 2024	BUY	$57.38 - $64.15 $21,574 - $24,120	376 Added 4.1%	9,551 $612,000
Q4 2023 Jan 25, 2024	SELL	$50.31 - $58.65 $34,009 - $39,647	-676 Reduced 6.86%	9,175 $536,000
Q3 2023 Oct 16, 2023	SELL	$52.22 - $56.31 $15,509 - $16,724	-297 Reduced 2.93%	9,851 $517,000
Q2 2023 Jul 06, 2023	BUY	$49.75 - $54.44 $3,631 - $3,974	73 Added 0.72%	10,148 $552,000
Q1 2023 May 03, 2023	BUY	$46.97 - $51.65 $23,344 - $25,670	497 Added 5.19%	10,075 $508,000
Q4 2022 Jan 24, 2023	SELL	$44.09 - $50.41 $86,901 - $99,358	-1,971 Reduced 17.07%	9,578 $0
Q3 2022 Oct 13, 2022	SELL	$44.11 - $53.04 $5,557 - $6,683	-126 Reduced 1.08%	11,549 $509,000
Q2 2022 Jul 15, 2022	SELL	$45.19 - $56.15 $7,185 - $8,927	-159 Reduced 1.34%	11,675 $543,000
Q1 2022 Apr 21, 2022	BUY	$51.36 - $58.82 $26,655 - $30,527	519 Added 4.59%	11,834 $658,000
Q4 2021 Jan 25, 2022	SELL	$52.99 - $58.74 $7,312 - $8,106	-138 Reduced 1.2%	11,315 $661,000
Q3 2021 Oct 27, 2021	SELL	$52.32 - $55.93 $16,271 - $17,394	-311 Reduced 2.64%	11,453 $614,000
Q2 2021 Aug 11, 2021	SELL	$49.77 - $52.97 $33,296 - $35,436	-669 Reduced 5.38%	11,764 $623,000
Q1 2021 Apr 19, 2021	SELL	$45.48 - $49.44 $94,552 - $102,785	-2,079 Reduced 14.33%	12,433 $612,000
Q4 2020 Jan 26, 2021	BUY	$39.96 - $46.09 $38,441 - $44,338	962 Added 7.1%	14,512 $669,000
Q3 2020 Nov 04, 2020	SELL	$37.97 - $43.65 $41,729 - $47,971	-1,099 Reduced 7.5%	13,550 $554,000
Q2 2020 Jul 24, 2020	SELL	$29.99 - $39.74 $35,238 - $46,694	-1,175 Reduced 7.43%	14,649 $553,000
Q1 2020 Apr 20, 2020	SELL	$27.12 - $41.81 $261,165 - $402,630	-9,630 Reduced 37.83%	15,824 $0
Q4 2019 Jan 15, 2020	SELL	$35.63 - $39.97 $87,044 - $97,646	-2,443 Reduced 8.76%	25,454 $1.02 Million
Q3 2019 Oct 30, 2019	BUY	$36.53 - $37.33 $255,308 - $260,899	6,989 Added 33.43%	27,897 $1.03 Million
Q2 2019 Jul 16, 2019	BUY	N/A	5,907 Added 39.38%	20,908 $762,000
Q1 2019 May 09, 2019	BUY	N/A	15,001 New	15,001 $528,000

Others Institutions Holding SPTM

# of Institutions

731

Shares Held

95M

Call Options Held

24.2K

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 Moseley Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moseley Investment Management Inc with notifications on news.

Account

Moseley Investment Management Inc Spdr Portfolio S&P 1500 Compos Transaction History