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

Private Wealth Group, LLC

$165 Million
Q1 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 19,797 shares of SPTM stock, worth $1.33 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

19,797

Previous 20,369 2.81%

Holding current value

$1.33 Million

Previous $1.45 Million 7.98%

% of portfolio

0.81%

Previous 0.73%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

685

Shares Held

89.7M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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