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

Private Wealth Group, LLC

  • $207 Million
  • Q4 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 81,660 shares of SPTM stock, worth $6.63 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares
81,660
Previous 77,010 6.04%
Holding current value
$6.63 Million
Previous $6.21 Million 6.73%
% of portfolio
3.2%
Previous 3.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$78.97 - $83.03 $367,210 - $386,089
4,650 Added 6.04%
81,660 $6.63 Million
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
763
Shares Held
98.1M
Call Options Held
46.9K
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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