Private Wealth Management Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025

A detailed history of Private Wealth Management Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 231 shares of SPTM stock, worth $18,750. This represents 0.01% of its overall portfolio holdings.

Number of Shares
231
Previous 231 -0.0%
Holding current value
$18,750
Previous $17.3 Million 7.69%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$69.3 - $74.3 $51,351 - $55,056
-741 Reduced 76.23%
231 $16.5 Million
Q1 2024

Apr 30, 2024
SELL
$57.38 - $64.15 $4,475 - $5,003
-78 Reduced 7.43%
972 $62.4 Million
Q4 2023

Feb 08, 2024
BUY
$50.31 - $58.65 $52,825 - $61,582
1,050 New
1,050 $61.4 Million

Others Institutions Holding SPTM

# of Institutions
758
Shares Held
98.2M
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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