Kwb Wealth Spdr Portfolio S&P 1500 Compos Transaction History

Kwb Wealth

$891 Million
Q4 2025

A detailed history of Kwb Wealth transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Kwb Wealth holds 40,768 shares of SPTM stock, worth $3.31 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

40,768

Previous 45,298 10.0%

Holding current value

$3.31 Million

Previous $3.65 Million 9.42%

% of portfolio

0.37%

Previous 0.41%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$78.97 - $83.03 $357,734 - $376,125	-4,530 Reduced 10.0%	40,768 $3.31 Million
Q3 2025 Oct 07, 2025	SELL	$74.93 - $80.73 $592,921 - $638,816	-7,913 Reduced 14.87%	45,298 $3.65 Million
Q2 2025 Jul 16, 2025	SELL	$60.34 - $74.89 $505,106 - $626,904	-8,371 Reduced 13.59%	53,211 $3.98 Million
Q1 2025 Apr 10, 2025	SELL	$67.03 - $74.61 $1.49 Million - $1.65 Million	-22,171 Reduced 26.47%	61,582 $4.16 Million
Q4 2024 Jan 13, 2025	SELL	$69.3 - $74.3 $1.09 Million - $1.17 Million	-15,782 Reduced 15.86%	83,753 $5.98 Million

Q3 2024 Oct 07, 2024	BUY	$63.28 - $70.06 $86,060 - $95,281	1,360 Added 1.39%	99,535 $6.97 Million
Q1 2024 Apr 19, 2024	SELL	$57.38 - $64.15 $328,959 - $367,771	-5,733 Reduced 5.52%	98,175 $6.3 Million
Q4 2023 Jan 10, 2024	BUY	$50.31 - $58.65 $2.29 Million - $2.67 Million	45,567 Added 78.1%	103,908 $6.07 Million
Q3 2023 Oct 10, 2023	SELL	$52.22 - $56.31 $192,012 - $207,051	-3,677 Reduced 5.93%	58,341 $3.06 Million
Q2 2023 Jul 24, 2023	BUY	$49.75 - $54.44 $174,970 - $191,465	3,517 Added 6.01%	62,018 $3.38 Million
Q1 2023 Apr 07, 2023	BUY	$46.97 - $51.65 $12,681 - $13,945	270 Added 0.46%	58,501 $2.95 Million
Q4 2022 Feb 09, 2023	BUY	$44.09 - $50.41 $717,564 - $820,422	16,275 Added 38.79%	58,231 $2.75 Million
Q3 2022 Nov 10, 2022	SELL	$44.11 - $53.04 $3.99 Million - $4.8 Million	-90,476 Reduced 68.32%	41,956 $1.85 Million
Q2 2022 Aug 10, 2022	BUY	$45.19 - $56.15 $5.98 Million - $7.44 Million	132,432 New	132,432 $6.16 Million

Others Institutions Holding SPTM

# of Institutions

763

Shares Held

98.1M

Call Options Held

46.9K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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