New Edge Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025

A detailed history of New Edge Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, New Edge Advisors, LLC holds 46,953 shares of SPTM stock, worth $3.71 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
46,953
Previous 32,114 46.21%
Holding current value
$3.71 Million
Previous $2.18 Million 60.99%
% of portfolio
0.02%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$60.34 - $74.89 $895,385 - $1.11 Million
14,839 Added 46.21%
46,953 $3.52 Million
Q1 2025

May 15, 2025
SELL
$67.03 - $74.61 $425,305 - $473,400
-6,345 Reduced 16.5%
32,114 $2.18 Million
Q4 2024

Feb 13, 2025
BUY
$69.3 - $74.3 $545,806 - $585,186
7,876 Added 25.75%
38,459 $2.75 Million
Q3 2024

Nov 14, 2024
BUY
$63.28 - $70.06 $225,023 - $249,133
3,556 Added 13.16%
30,583 $2.14 Million
Q2 2024

Aug 15, 2024
BUY
$60.69 - $66.83 $1.04 Million - $1.14 Million
17,063 Added 171.25%
27,027 $1.79 Million
Q1 2024

May 14, 2024
BUY
$57.38 - $64.15 $118,719 - $132,726
2,069 Added 26.21%
9,964 $639,000
Q4 2023

Feb 13, 2024
BUY
$50.31 - $58.65 $320,776 - $373,952
6,376 Added 419.75%
7,895 $461,000
Q3 2023

Nov 14, 2023
BUY
$52.22 - $56.31 $2,402 - $2,590
46 Added 3.12%
1,519 $79,000
Q2 2023

Aug 14, 2023
SELL
$49.75 - $54.44 $255,217 - $279,277
-5,130 Reduced 77.69%
1,473 $80,000
Q1 2023

May 12, 2023
SELL
$46.97 - $51.65 $12,540 - $13,790
-267 Reduced 3.89%
6,603 $332,000
Q4 2022

Feb 14, 2023
SELL
$44.09 - $50.41 $250,960 - $286,933
-5,692 Reduced 45.31%
6,870 $324,000
Q3 2022

Nov 14, 2022
BUY
$44.11 - $53.04 $554,109 - $666,288
12,562 New
12,562 $554,000

Others Institutions Holding SPTM

# of Institutions
725
Shares Held
94.8M
Call Options Held
24.2K
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email