Trademark Financial Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Trademark Financial Management, LLC

$172 Billion
Q3 2025

A detailed history of Trademark Financial Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Trademark Financial Management, LLC holds 3,826 shares of SPTM stock, worth $310,556. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,826

Previous 3,623 5.6%

Holding current value

$310,556

Previous $271 Million 13.7%

% of portfolio

0.18%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$74.93 - $80.73 $15,210 - $16,388	203 Added 5.6%	3,826 $309 Million
Q2 2025 Jul 31, 2025	SELL	$60.34 - $74.89 $6,456 - $8,013	-107 Reduced 2.87%	3,623 $271 Million
Q1 2025 Apr 25, 2025	BUY	$67.03 - $74.61 $2,681 - $2,984	40 Added 1.08%	3,730 $254 Million
Q4 2024 Jan 30, 2025	BUY	$69.3 - $74.3 $16,424 - $17,609	237 Added 6.86%	3,690 $264 Million
Q3 2024 Oct 31, 2024	SELL	$63.28 - $70.06 $1,392 - $1,541	-22 Reduced 0.63%	3,453 $242 Million

Q2 2024 Jul 30, 2024	BUY	$60.69 - $66.83 $364 - $400	6 Added 0.17%	3,475 $231 Million
Q1 2024 May 07, 2024	BUY	$57.38 - $64.15 $199,051 - $222,536	3,469 New	3,469 $223 Million

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
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Trademark Financial Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History