Principia Wealth Advisory, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 182,023 shares of SPTM stock, worth $12.3 Million. This represents 11.51% of its overall portfolio holdings.

Number of Shares
182,023
Previous 177,793 2.38%
Holding current value
$12.3 Million
Previous $12.7 Billion 5.37%
% of portfolio
11.51%
Previous 11.92%

Shares

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

Apr 11, 2025
BUY
$67.03 - $74.61 $283,536 - $315,600
4,230 Added 2.38%
182,023 $12 Billion
Q4 2024

Apr 11, 2025
BUY
$69.3 - $74.3 $12.3 Million - $13.2 Million
177,793 New
177,793 $12.7 Billion

Others Institutions Holding SPTM

# of Institutions
684
Shares Held
93.5M
Call Options Held
9K
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
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