Spring Vest Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History

Spring Vest Wealth Management LLC

  • $136 Billion
  • Q3 2025

A detailed history of Spring Vest Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 6,946 shares of SPTM stock, worth $563,806. This represents 0.41% of its overall portfolio holdings.

Number of Shares
6,946
Previous 6,946 -0.0%
Holding current value
$563,806
Previous $520 Million 7.69%
% of portfolio
0.41%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$60.34 - $74.89 $241 - $299
4 Added 0.06%
6,946 $520 Million
Q1 2025

May 06, 2025
BUY
$67.03 - $74.61 $737 - $820
11 Added 0.16%
6,942 $472 Million
Q4 2024

Mar 10, 2025
BUY
$69.3 - $74.3 $480,318 - $514,973
6,931 New
6,931 $495 Million

Others Institutions Holding SPTM

# of Institutions
759
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
Track This Portfolio

Track Spring Vest Wealth Management LLC Portfolio

Follow Spring Vest Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spring Vest Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spring Vest Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email