Twelve Points Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History

Twelve Points Wealth Management LLC

  • $409 Million
  • Q4 2025

A detailed history of Twelve Points Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 28,683 shares of SPTM stock, worth $2.33 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
28,683
Previous 23,603 21.52%
Holding current value
$2.33 Million
Previous $1.9 Million 22.33%
% of portfolio
0.57%
Previous 0.49%

Shares

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

Jan 22, 2026
BUY
$78.97 - $83.03 $401,167 - $421,792
5,080 Added 21.52%
28,683 $2.33 Million
Q3 2025

Oct 22, 2025
BUY
$74.93 - $80.73 $1.17 Million - $1.27 Million
15,678 Added 197.83%
23,603 $1.9 Million
Q2 2025

Jul 16, 2025
SELL
$60.34 - $74.89 $6,034 - $7,489
-100 Reduced 1.25%
7,925 $593,000
Q4 2024

Jan 22, 2025
SELL
$69.3 - $74.3 $60,914 - $65,309
-879 Reduced 9.87%
8,025 $573,000
Q3 2024

Oct 16, 2024
SELL
$63.28 - $70.06 $15,377 - $17,024
-243 Reduced 2.66%
8,904 $623,000
Q2 2024

Jul 12, 2024
SELL
$60.69 - $66.83 $35,139 - $38,694
-579 Reduced 5.95%
9,147 $606,000
Q1 2024

Apr 15, 2024
BUY
$57.38 - $64.15 $28,690 - $32,075
500 Added 5.42%
9,726 $623,000
Q4 2023

Jan 12, 2024
SELL
$50.31 - $58.65 $251 - $293
-5 Reduced 0.05%
9,226 $539,000
Q3 2023

Oct 18, 2023
SELL
$52.22 - $56.31 $12,689 - $13,683
-243 Reduced 2.56%
9,231 $484,000
Q1 2022

May 11, 2022
SELL
$51.36 - $58.82 $62,351 - $71,407
-1,214 Reduced 11.36%
9,474 $527,000
Q4 2021

Mar 18, 2022
BUY
$52.99 - $58.74 $566,357 - $627,813
10,688 New
10,688 $625,000

Others Institutions Holding SPTM

# of Institutions
773
Shares Held
98.6M
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 Twelve Points Wealth Management LLC Portfolio

Follow Twelve Points Wealth Management 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 Twelve Points Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twelve Points Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email