Solano Wealth Investment Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History

Solano Wealth Investment Advisors LLC

  • $207 Billion
  • Q3 2025

A detailed history of Solano Wealth Investment Advisors LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Solano Wealth Investment Advisors LLC holds 38,036 shares of SPTM stock, worth $3.09 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
38,036
Previous 43,499 12.56%
Holding current value
$3.09 Million
Previous $3.26 Billion 5.83%
% of portfolio
1.48%
Previous 1.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$74.93 - $80.73 $409,342 - $441,027
-5,463 Reduced 12.56%
38,036 $3.07 Billion
Q2 2025

Aug 12, 2025
SELL
$60.34 - $74.89 $8.46 Million - $10.5 Million
-140,145 Reduced 76.31%
43,499 $3.26 Billion
Q1 2025

May 14, 2025
BUY
$67.03 - $74.61 $613,659 - $683,054
9,155 Added 5.25%
183,644 $12.5 Billion
Q4 2024

Feb 13, 2025
BUY
$69.3 - $74.3 $12.1 Million - $13 Million
174,489 New
174,489 $12.5 Billion

Others Institutions Holding SPTM

# of Institutions
761
Shares Held
98.3M
Call Options Held
46.9K
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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