Robertson Stephens Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 8,730 shares of SPTM stock, worth $716,907. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,730
Previous 8,730 -0.0%
Holding current value
$716,907
Previous $590,000 10.68%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$46.97 - $51.65 $4,697 - $5,165
-100 Reduced 1.13%
8,730 $440,000
Q4 2021

Feb 14, 2022
BUY
$52.99 - $58.74 $5,299 - $5,874
100 Added 1.15%
8,830 $516,000
Q1 2020

May 01, 2020
BUY
$27.12 - $41.81 $236,757 - $365,001
8,730 New
8,730 $275,000

Others Institutions Holding SPTM

# of Institutions
746
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
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