U.S. Capital Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

U.S. Capital Wealth Advisors, LLC

$3.07 Billion
Q1 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 9,054 shares of SPTM stock, worth $609,696. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,054

Previous 9,052 0.02%

Holding current value

$609,696

Previous $646,000 4.8%

% of portfolio

0.02%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$67.03 - $74.61 $134 - $149	2 Added 0.02%	9,054 $615,000
Q2 2023 Aug 04, 2023	SELL	$49.75 - $54.44 $278,649 - $304,918	-5,601 Reduced 38.22%	9,052 $492,000
Q1 2023 May 11, 2023	SELL	$46.97 - $51.65 $1.32 Million - $1.45 Million	-28,006 Reduced 65.65%	14,653 $738,000
Q2 2022 Aug 12, 2022	BUY	$45.19 - $56.15 $29,373 - $36,497	650 Added 1.55%	42,659 $1.98 Million
Q3 2021 Nov 01, 2021	BUY	$52.32 - $55.93 $2.2 Million - $2.35 Million	42,009 New	42,009 $2.23 Million

Others Institutions Holding SPTM

# of Institutions

689

Shares Held

90M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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U.S. Capital Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History