Summit Trail Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Summit Trail Advisors, LLC

  • $5.73 Billion
  • Q2 2025

A detailed history of Summit Trail Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 9,968 shares of SPTM stock, worth $823,456. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,968
Previous 5,301 88.04%
Holding current value
$823,456
Previous $360,000 107.22%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
$60.34 - $74.89 $281,606 - $349,511
4,667 Added 88.04%
9,968 $746,000
Q4 2024

Jan 29, 2025
BUY
$69.3 - $74.3 $367,359 - $393,864
5,301 New
5,301 $378,000

Others Institutions Holding SPTM

# of Institutions
753
Shares Held
97.3M
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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