Sunburst Financial Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Sunburst Financial Group, LLC

  • $455 Million
  • Q3 2025

A detailed history of Sunburst Financial Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Sunburst Financial Group, LLC holds 20,795 shares of SPTM stock, worth $1.69 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
20,795
Previous 20,894 0.47%
Holding current value
$1.69 Million
Previous $1.56 Million 7.23%
% of portfolio
0.37%
Previous 0.37%

Shares

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

Oct 17, 2025
SELL
$74.93 - $80.73 $7,418 - $7,992
-99 Reduced 0.47%
20,795 $1.68 Million
Q2 2025

Aug 05, 2025
SELL
$60.34 - $74.89 $2,775 - $3,444
-46 Reduced 0.22%
20,894 $1.56 Million
Q1 2025

May 08, 2025
SELL
$67.03 - $74.61 $2,211 - $2,462
-33 Reduced 0.16%
20,940 $1.42 Million
Q4 2024

Jan 29, 2025
SELL
$69.3 - $74.3 $8,038 - $8,618
-116 Reduced 0.55%
20,973 $1.5 Million
Q2 2024

Jul 12, 2024
SELL
$60.69 - $66.83 $22,819 - $25,128
-376 Reduced 1.75%
21,089 $1.4 Million
Q1 2024

Apr 15, 2024
BUY
$57.38 - $64.15 $1,262 - $1,411
22 Added 0.1%
21,465 $1.38 Million
Q4 2023

Jan 08, 2024
SELL
$50.31 - $58.65 $57,504 - $67,036
-1,143 Reduced 5.06%
21,443 $1.25 Million
Q3 2023

Oct 19, 2023
SELL
$52.22 - $56.31 $208 - $225
-4 Reduced 0.02%
22,586 $1.19 Million
Q2 2023

Jul 11, 2023
BUY
$49.75 - $54.44 $431,382 - $472,049
8,671 Added 62.3%
22,590 $1.23 Million
Q1 2023

May 08, 2023
BUY
$46.97 - $51.65 $9,628 - $10,588
205 Added 1.49%
13,919 $701,000
Q4 2022

Jan 20, 2023
BUY
$44.09 - $50.41 $604,650 - $691,322
13,714 New
13,714 $0

Others Institutions Holding SPTM

# of Institutions
760
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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