Smi Advisory Services, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Smi Advisory Services, LLC

  • $226 Million
  • Q4 2025

A detailed history of Smi Advisory Services, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Smi Advisory Services, LLC holds 2,926 shares of SPTM stock, worth $237,503. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,926
Previous 3,445 15.07%
Holding current value
$237,503
Previous $277,000 14.44%
% of portfolio
0.11%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
$78.97 - $83.03 $40,985 - $43,092
-519 Reduced 15.07%
2,926 $237,000
Q2 2024

Jul 15, 2024
BUY
$60.69 - $66.83 $209,077 - $230,229
3,445 New
3,445 $228,000
Q4 2023

Jan 12, 2024
BUY
$50.31 - $58.65 $174,424 - $203,339
3,467 New
3,467 $202,000

Others Institutions Holding SPTM

# of Institutions
765
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
Track This Portfolio

Track Smi Advisory Services, LLC Portfolio

Follow Smi Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Smi Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email