Sfg Wealth Management, Llc. Spdr Portfolio S&P 1500 Compos Transaction History

Sfg Wealth Management, Llc.

$211 Million
Q3 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 84,771 shares of SPTM stock, worth $6.88 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares

84,771

Previous 86,614 2.13%

Holding current value

$6.88 Million

Previous $6.49 Million 5.4%

% of portfolio

3.23%

Previous 3.92%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$74.93 - $80.73 $138,095 - $148,785	-1,843 Reduced 2.13%	84,771 $6.84 Million
Q2 2025 Jul 28, 2025	BUY	$60.34 - $74.89 $219,094 - $271,925	3,631 Added 4.38%	86,614 $6.49 Million
Q1 2025 Apr 23, 2025	SELL	$67.03 - $74.61 $912,613 - $1.02 Million	-13,615 Reduced 14.09%	82,983 $5.64 Million
Q4 2024 Jan 16, 2025	SELL	$69.3 - $74.3 $608,661 - $652,576	-8,783 Reduced 8.33%	96,598 $6.9 Million
Q3 2024 Oct 31, 2024	SELL	$63.28 - $70.06 $13,668 - $15,132	-216 Reduced 0.2%	105,381 $7.38 Million
Q2 2024 Jul 19, 2024	BUY	$60.69 - $66.83 $145,534 - $160,258	2,398 Added 2.32%	105,597 $7.01 Million
Q1 2024 Apr 26, 2024	SELL	$57.38 - $64.15 $495,304 - $553,742	-8,632 Reduced 7.72%	103,199 $6.62 Million
Q4 2023 Jan 19, 2024	BUY	$50.31 - $58.65 $152,036 - $177,240	3,022 Added 2.78%	111,831 $6.54 Million
Q3 2023 Oct 19, 2023	BUY	$52.22 - $56.31 $948,001 - $1.02 Million	18,154 Added 20.03%	108,809 $5.71 Million
Q2 2023 Jul 14, 2023	BUY	$49.75 - $54.44 $2.46 Million - $2.69 Million	49,409 Added 119.79%	90,655 $4.94 Million
Q1 2023 Apr 11, 2023	BUY	$46.97 - $51.65 $1.16 Million - $1.27 Million	24,659 Added 148.66%	41,246 $2.08 Million
Q4 2022 Jan 31, 2023	SELL	$44.09 - $50.41 $4.03 Million - $4.61 Million	-91,426 Reduced 84.64%	16,587 $784,000
Q3 2022 Oct 12, 2022	SELL	$44.11 - $53.04 $534,701 - $642,950	-12,122 Reduced 10.09%	108,013 $4.76 Million
Q2 2022 Jul 13, 2022	SELL	$45.19 - $56.15 $905,562 - $1.13 Million	-20,039 Reduced 14.3%	120,135 $5.58 Million
Q1 2022 Apr 22, 2022	SELL	$51.36 - $58.82 $965,362 - $1.11 Million	-18,796 Reduced 11.82%	140,174 $7.79 Million
Q4 2021 Feb 14, 2022	BUY	$52.99 - $58.74 $8.42 Million - $9.34 Million	158,970 New	158,970 $9.29 Million

Others Institutions Holding SPTM

# of Institutions

761

Shares Held

98.3M

Call Options Held

46.9K

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

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.

Account

Sfg Wealth Management, Llc. Spdr Portfolio S&P 1500 Compos Transaction History