Treasure Coast Financial Planning Spdr Portfolio S&P 1500 Compos Transaction History

Treasure Coast Financial Planning

  • $174 Million
  • Q3 2025

A detailed history of Treasure Coast Financial Planning transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Treasure Coast Financial Planning holds 417,729 shares of SPTM stock, worth $33.9 Million. This represents 19.41% of its overall portfolio holdings.

Number of Shares
417,729
Previous 454,103 8.01%
Holding current value
$33.9 Million
Previous $34 Million 0.94%
% of portfolio
19.41%
Previous 20.1%

Shares

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

Nov 03, 2025
SELL
$74.93 - $80.73 $2.73 Million - $2.94 Million
-36,374 Reduced 8.01%
417,729 $33.7 Million
Q2 2025

Aug 14, 2025
SELL
$60.34 - $74.89 $1.3 Million - $1.61 Million
-21,558 Reduced 4.53%
454,103 $34 Million
Q1 2025

May 05, 2025
SELL
$67.03 - $74.61 $284,341 - $316,495
-4,242 Reduced 0.88%
475,661 $32.3 Million
Q4 2024

Jan 31, 2025
SELL
$69.3 - $74.3 $863,963 - $926,298
-12,467 Reduced 2.53%
479,903 $34.3 Million
Q3 2024

Nov 12, 2024
BUY
$63.28 - $70.06 $143,265 - $158,615
2,264 Added 0.46%
492,370 $34.5 Million
Q2 2024

Jul 22, 2024
SELL
$60.69 - $66.83 $1.24 Million - $1.36 Million
-20,375 Reduced 3.99%
490,106 $32.5 Million
Q1 2024

Apr 26, 2024
SELL
$57.38 - $64.15 $1.04 Million - $1.17 Million
-18,208 Reduced 3.44%
510,481 $32.7 Million
Q4 2023

Feb 01, 2024
BUY
$50.31 - $58.65 $6.56 Million - $7.64 Million
130,349 Added 32.72%
528,689 $30.9 Million
Q3 2023

Nov 06, 2023
BUY
$52.22 - $56.31 $165,119 - $178,052
3,162 Added 0.8%
398,340 $20.9 Million
Q2 2023

Jul 21, 2023
SELL
$49.75 - $54.44 $707,693 - $774,409
-14,225 Reduced 3.47%
395,178 $21.5 Million
Q1 2023

May 04, 2023
BUY
$46.97 - $51.65 $822,021 - $903,926
17,501 Added 4.47%
409,403 $20.6 Million
Q4 2022

Feb 06, 2023
SELL
$44.09 - $50.41 $1.14 Million - $1.3 Million
-25,886 Reduced 6.2%
391,902 $18.5 Million
Q3 2022

Nov 02, 2022
BUY
$44.11 - $53.04 $434,792 - $522,815
9,857 Added 2.42%
417,788 $18.4 Million
Q2 2022

Aug 02, 2022
BUY
$45.19 - $56.15 $1.3 Million - $1.62 Million
28,838 Added 7.61%
407,931 $19 Million
Q1 2022

May 09, 2022
BUY
$51.36 - $58.82 $2.11 Million - $2.42 Million
41,079 Added 12.15%
379,093 $21.1 Million
Q4 2021

Feb 15, 2022
BUY
$52.99 - $58.74 $17.9 Million - $19.9 Million
338,014 New
338,014 $19.8 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
Track This Portfolio

Track Treasure Coast Financial Planning Portfolio

Follow Treasure Coast Financial Planning 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 Treasure Coast Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Treasure Coast Financial Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email