Total Wealth Planning, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Total Wealth Planning, LLC

  • $812 Million
  • Q3 2025

A detailed history of Total Wealth Planning, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Total Wealth Planning, LLC holds 3,879 shares of SPTM stock, worth $318,543. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,879
Holding current value
$318,543
% of portfolio
0.04%

Shares

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

Oct 17, 2025
BUY
$74.93 - $80.73 $290,653 - $313,151
3,879 New
3,879 $312,000

Others Institutions Holding SPTM

# of Institutions
746
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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