Spartan Planning & Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History

Spartan Planning & Wealth Management

  • $123 Million
  • Q3 2025

A detailed history of Spartan Planning & Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 201,382 shares of SPTM stock, worth $16.3 Million. This represents 13.25% of its overall portfolio holdings.

Number of Shares
201,382
Previous 198,046 1.68%
Holding current value
$16.3 Million
Previous $14.8 Million 9.51%
% of portfolio
13.25%
Previous 13.25%

Shares

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

Oct 14, 2025
BUY
$74.93 - $80.73 $249,966 - $269,315
3,336 Added 1.68%
201,382 $16.2 Million
Q2 2025

Jul 17, 2025
BUY
$60.34 - $74.89 $4.54 Million - $5.64 Million
75,254 Added 61.29%
198,046 $14.8 Million
Q1 2025

Apr 08, 2025
SELL
$67.03 - $74.61 $3.96 Million - $4.41 Million
-59,085 Reduced 32.49%
122,792 $8.3 Million
Q4 2024

Jan 07, 2025
BUY
$69.3 - $74.3 $2.48 Million - $2.65 Million
35,723 Added 24.44%
181,877 $13 Million
Q4 2023

Mar 12, 2024
BUY
$50.31 - $58.65 $2.89 Million - $3.37 Million
57,496 Added 64.85%
146,154 $8.54 Million
Q3 2023

Nov 17, 2023
BUY
$52.22 - $56.31 $2.16 Million - $2.33 Million
41,442 Added 87.77%
88,658 $4.65 Million
Q4 2022

Feb 01, 2023
BUY
$44.09 - $50.41 $115,030 - $131,519
2,609 Added 5.85%
47,216 $2.23 Million
Q3 2022

Nov 01, 2022
BUY
$44.11 - $53.04 $217,991 - $262,123
4,942 Added 12.46%
44,607 $1.97 Million
Q2 2022

Aug 10, 2022
SELL
$45.19 - $56.15 $5.34 Million - $6.64 Million
-118,272 Reduced 74.89%
39,665 $1.84 Million
Q1 2022

May 16, 2022
BUY
$51.36 - $58.82 $8.11 Million - $9.29 Million
157,937 New
157,937 $0

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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