One Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

One Wealth Advisors, LLC

$673 Million
Q2 2025

A detailed history of One Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, One Wealth Advisors, LLC holds 3,596 shares of SPTM stock, worth $287,464. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,596

Previous 3,659 1.72%

Holding current value

$287,464

Previous $248,000 8.47%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$60.34 - $74.89 $3,801 - $4,718	-63 Reduced 1.72%	3,596 $269,000
Q1 2025 May 06, 2025	BUY	$67.03 - $74.61 $4,222 - $4,700	63 Added 1.75%	3,659 $248,000
Q4 2024 Jan 24, 2025	SELL	$69.3 - $74.3 $14,067 - $15,082	-203 Reduced 5.34%	3,596 $256,000
Q4 2023 Feb 13, 2024	BUY	$50.31 - $58.65 $191,127 - $222,811	3,799 New	3,799 $222,000
Q4 2022 Feb 14, 2023	SELL	$44.09 - $50.41 $19,267 - $22,029	-437 Reduced 9.37%	4,227 $199,000
Q2 2022 Aug 15, 2022	SELL	$45.19 - $56.15 $1,717 - $2,133	-38 Reduced 0.81%	4,664 $217,000
Q2 2021 Aug 16, 2021	BUY	$49.77 - $52.97 $234,018 - $249,064	4,702 New	4,702 $249,000

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

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One Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History