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

U.S. Capital Wealth Advisors, LLC

$3.44 Billion
Q3 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 10,933 shares of SPTM stock, worth $873,984. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,933

Previous 9,607 13.8%

Holding current value

$873,984

Previous $719,000 22.53%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$74.93 - $80.73 $99,357 - $107,047	1,326 Added 13.8%	10,933 $881,000
Q2 2025 Jul 14, 2025	BUY	$60.34 - $74.89 $33,368 - $41,414	553 Added 6.11%	9,607 $719,000
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

733

Shares Held

95M

Call Options Held

24.2K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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