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 $13 Million. This represents 11.51% of its overall portfolio holdings.

Number of Shares
182,023
Previous 177,793 2.38%
Holding current value
$13 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
701
Shares Held
92.4M
Call Options Held
8.6K
Put Options Held
4.1K
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 Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, 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 Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email