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

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025

A detailed history of Private Wealth Management Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 231 shares of SPTM stock, worth $18,242. This represents 0.01% of its overall portfolio holdings.

Number of Shares
231
Previous 231 -0.0%
Holding current value
$18,242
Previous $15.7 Million 10.11%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$69.3 - $74.3 $51,351 - $55,056
-741 Reduced 76.23%
231 $16.5 Million
Q1 2024

Apr 30, 2024
SELL
$57.38 - $64.15 $4,475 - $5,003
-78 Reduced 7.43%
972 $62.4 Million
Q4 2023

Feb 08, 2024
BUY
$50.31 - $58.65 $52,825 - $61,582
1,050 New
1,050 $61.4 Million

Others Institutions Holding SPTM

# of Institutions
725
Shares Held
94.8M
Call Options Held
24.2K
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
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email