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

Spring Vest Wealth Management LLC

  • $123 Billion
  • Q2 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 $548,525. This represents 0.42% of its overall portfolio holdings.

Number of Shares
6,946
Previous 6,942 0.06%
Holding current value
$548,525
Previous $472 Million 10.18%
% of portfolio
0.42%
Previous 0.39%

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
725
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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