Summit Trail Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Summit Trail Advisors, LLC

  • $7.06 Billion
  • Q3 2025

A detailed history of Summit Trail Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 9,059 shares of SPTM stock, worth $735,319. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,059
Previous 9,968 9.12%
Holding current value
$735,319
Previous $746,000 2.14%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
SELL
$74.93 - $80.73 $68,111 - $73,383
-909 Reduced 9.12%
9,059 $730,000
Q2 2025

Aug 14, 2025
BUY
$60.34 - $74.89 $281,606 - $349,511
4,667 Added 88.04%
9,968 $746,000
Q4 2024

Jan 29, 2025
BUY
$69.3 - $74.3 $367,359 - $393,864
5,301 New
5,301 $378,000

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
Track This Portfolio

Track Summit Trail Advisors, LLC Portfolio

Follow Summit Trail Advisors, 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 Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email