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

Oakwell Private Wealth Management, LLC

  • $484 Million
  • Q3 2025

A detailed history of Oakwell Private Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 24,767 shares of SPTM stock, worth $2.01 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
24,767
Previous 24,974 0.83%
Holding current value
$2.01 Million
Previous $1.87 Million 6.79%
% of portfolio
0.41%
Previous 0.43%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$74.93 - $80.73 $15,510 - $16,711
-207 Reduced 0.83%
24,767 $2 Million
Q2 2025

Aug 05, 2025
SELL
$60.34 - $74.89 $6,999 - $8,687
-116 Reduced 0.46%
24,974 $1.87 Million
Q1 2025

May 05, 2025
SELL
$67.03 - $74.61 $136,942 - $152,428
-2,043 Reduced 7.53%
25,090 $1.71 Million
Q3 2024

Nov 04, 2024
SELL
$63.28 - $70.06 $20,312 - $22,489
-321 Reduced 1.17%
27,133 $1.9 Million
Q2 2024

Aug 08, 2024
SELL
$60.69 - $66.83 $60 - $66
-1 Reduced -0.0%
27,454 $1.82 Million
Q1 2024

Apr 25, 2024
SELL
$57.38 - $64.15 $21,287 - $23,799
-371 Reduced 1.33%
27,455 $1.76 Million
Q4 2023

Feb 05, 2024
SELL
$50.31 - $58.65 $15,394 - $17,946
-306 Reduced 1.09%
27,826 $1.63 Million
Q2 2023

Jul 26, 2023
SELL
$49.75 - $54.44 $102,932 - $112,636
-2,069 Reduced 6.85%
28,132 $1.53 Million
Q1 2023

May 04, 2023
SELL
$46.97 - $51.65 $11,178 - $12,292
-238 Reduced 0.78%
30,201 $1.52 Million
Q4 2022

Feb 01, 2023
SELL
$44.09 - $50.41 $546,451 - $624,781
-12,394 Reduced 28.94%
30,439 $1.44 Million
Q3 2022

Oct 27, 2022
BUY
$44.11 - $53.04 $496,899 - $597,495
11,265 Added 35.68%
42,833 $1.89 Million
Q2 2022

Aug 03, 2022
SELL
$45.19 - $56.15 $521,311 - $647,746
-11,536 Reduced 26.76%
31,568 $1.47 Million
Q4 2021

Jan 21, 2022
SELL
$52.99 - $58.74 $73,656 - $81,648
-1,390 Reduced 3.12%
43,104 $2.52 Million
Q3 2021

Oct 14, 2021
SELL
$52.32 - $55.93 $328,674 - $351,352
-6,282 Reduced 12.37%
44,494 $2.36 Million
Q2 2021

Jul 29, 2021
SELL
$49.77 - $52.97 $405,774 - $431,864
-8,153 Reduced 13.84%
50,776 $2.69 Million
Q1 2021

Apr 21, 2021
SELL
$45.48 - $49.44 $54,894 - $59,674
-1,207 Reduced 2.01%
58,929 $2.9 Million
Q4 2020

Feb 10, 2021
BUY
$39.96 - $46.09 $2.4 Million - $2.77 Million
60,136 New
60,136 $2.77 Million

Others Institutions Holding SPTM

# of Institutions
759
Shares Held
98.3M
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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