Ritholtz Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History

Ritholtz Wealth Management

$3.29 Billion
Q1 2025

A detailed history of Ritholtz Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Ritholtz Wealth Management holds 6,969 shares of SPTM stock, worth $469,292. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,969

Previous 9,415 25.98%

Holding current value

$469,292

Previous $672,000 29.91%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$67.03 - $74.61 $163,955 - $182,496	-2,446 Reduced 25.98%	6,969 $471,000
Q4 2024 Jan 14, 2025	SELL	$69.3 - $74.3 $63,894 - $68,504	-922 Reduced 8.92%	9,415 $672,000
Q3 2024 Oct 10, 2024	SELL	$63.28 - $70.06 $468,968 - $519,214	-7,411 Reduced 41.76%	10,337 $724,000
Q2 2024 Jul 31, 2024	BUY	$60.69 - $66.83 $82,356 - $90,688	1,357 Added 8.28%	17,748 $1.18 Million
Q1 2024 Apr 24, 2024	BUY	$57.38 - $64.15 $707,610 - $791,097	12,332 Added 303.82%	16,391 $1.05 Million
Q4 2023 Jan 18, 2024	BUY	$50.31 - $58.65 $204,208 - $238,060	4,059 New	4,059 $237,000

Others Institutions Holding SPTM

# of Institutions

686

Shares Held

89.7M

Call Options Held

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 Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Account

Ritholtz Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History