Private Wealth Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Private Wealth Group, LLC

$197 Million
Q3 2025

A detailed history of Private Wealth Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Private Wealth Group, LLC holds 77,010 shares of SPTM stock, worth $6.25 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares

77,010

Previous 73,062 5.4%

Holding current value

$6.25 Million

Previous $5.47 Million 13.51%

% of portfolio

3.14%

Previous 2.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$74.93 - $80.73 $295,823 - $318,722	3,948 Added 5.4%	77,010 $6.21 Million
Q2 2025 Jul 22, 2025	BUY	$60.34 - $74.89 $3.21 Million - $3.99 Million	53,265 Added 269.06%	73,062 $5.47 Million
Q1 2025 Apr 16, 2025	SELL	$67.03 - $74.61 $38,341 - $42,676	-572 Reduced 2.81%	19,797 $1.34 Million
Q4 2024 Jan 17, 2025	BUY	$69.3 - $74.3 $41,580 - $44,580	600 Added 3.04%	20,369 $1.45 Million
Q3 2024 Oct 28, 2024	BUY	$63.28 - $70.06 $13,035 - $14,432	206 Added 1.05%	19,769 $1.39 Million
Q2 2024 Jul 24, 2024	BUY	$60.69 - $66.83 $7,950 - $8,754	131 Added 0.67%	19,563 $1.3 Million
Q1 2024 Apr 25, 2024	BUY	$57.38 - $64.15 $559,455 - $625,462	9,750 Added 100.7%	19,432 $1.25 Million
Q4 2023 Jan 26, 2024	BUY	$50.31 - $58.65 $487,101 - $567,849	9,682 New	9,682 $565,000

Others Institutions Holding SPTM

# of Institutions

761

Shares Held

98.3M

Call Options Held

46.9K

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 Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Group, LLC with notifications on news.

Account

Private Wealth Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History