Wealth Advisory Solutions, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Wealth Advisory Solutions, LLC

$411 Million
Q3 2025

A detailed history of Wealth Advisory Solutions, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 39,351 shares of SPTM stock, worth $3.19 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

39,351

Previous 35,272 11.56%

Holding current value

$3.19 Million

Previous $2.64 Million 20.14%

% of portfolio

0.77%

Previous 0.67%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$74.93 - $80.73 $305,639 - $329,297	4,079 Added 11.56%	39,351 $3.17 Million
Q2 2025 Jul 14, 2025	BUY	$60.34 - $74.89 $54,909 - $68,149	910 Added 2.65%	35,272 $2.64 Million
Q1 2025 Apr 30, 2025	BUY	$67.03 - $74.61 $185,203 - $206,147	2,763 Added 8.74%	34,362 $2.34 Million
Q4 2024 Feb 06, 2025	BUY	$69.3 - $74.3 $269,299 - $288,729	3,886 Added 14.02%	31,599 $2.26 Million
Q3 2024 Oct 21, 2024	BUY	$63.28 - $70.06 $111,562 - $123,515	1,763 Added 6.79%	27,713 $1.94 Million

Q2 2024 Jul 26, 2024	BUY	$60.69 - $66.83 $29,131 - $32,078	480 Added 1.88%	25,950 $1.72 Million
Q1 2024 Apr 23, 2024	BUY	$57.38 - $64.15 $1.46 Million - $1.63 Million	25,470 New	25,470 $1.63 Million
Q3 2023 Feb 07, 2024	SELL	$52.22 - $56.31 $9,451 - $10,192	-181 Reduced 0.74%	24,434 $1.28 Million
Q2 2023 Aug 07, 2023	BUY	$49.75 - $54.44 $36,815 - $40,285	740 Added 3.1%	24,615 $1.34 Million
Q1 2023 May 15, 2023	BUY	$46.97 - $51.65 $33,019 - $36,309	703 Added 3.03%	23,875 $1.2 Million
Q4 2022 Feb 10, 2023	SELL	$44.09 - $50.41 $314,097 - $359,120	-7,124 Reduced 23.51%	23,172 $1.1 Million
Q3 2022 Nov 16, 2022	BUY	$44.11 - $53.04 $104,937 - $126,182	2,379 Added 8.52%	30,296 $1.34 Million
Q2 2022 Aug 05, 2022	BUY	$45.19 - $56.15 $25,125 - $31,219	556 Added 2.03%	27,917 $1.3 Million
Q1 2022 May 16, 2022	BUY	$51.36 - $58.82 $587,969 - $673,371	11,448 Added 71.94%	27,361 $1.52 Million
Q3 2021 Nov 03, 2021	BUY	$52.32 - $55.93 $20,614 - $22,036	394 Added 2.54%	15,913 $843,000
Q2 2021 Jul 21, 2021	SELL	$49.77 - $52.97 $11,944 - $12,712	-240 Reduced 1.52%	15,519 $822,000
Q1 2021 May 13, 2021	SELL	$45.48 - $49.44 $35,156 - $38,217	-773 Reduced 4.68%	15,759 $1,000
Q4 2020 Jan 28, 2021	BUY	$39.96 - $46.09 $10,269 - $11,845	257 Added 1.58%	16,532 $761,000
Q3 2020 Dec 29, 2020	SELL	$37.97 - $43.65 $12,112 - $13,924	-319 Reduced 1.92%	16,275 $665,000
Q2 2020 Dec 23, 2020	BUY	$29.99 - $39.74 $8,667 - $11,484	289 Added 1.77%	16,594 $626,000
Q1 2020 Dec 18, 2020	BUY	$27.12 - $41.81 $130,826 - $201,691	4,824 Added 42.02%	16,305 $512,000
Q4 2019 Jan 27, 2021	BUY	$35.63 - $39.97 $409,068 - $458,895	11,481 New	11,481 $457,000

Others Institutions Holding SPTM

# of Institutions

759

Shares Held

98.3M

Call Options Held

46.9K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisory Solutions, LLC with notifications on news.

Account

Wealth Advisory Solutions, LLC Spdr Portfolio S&P 1500 Compos Transaction History