Vest Gen Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025

A detailed history of Vest Gen Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 466,840 shares of SPTM stock, worth $37.9 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
466,840
Previous 469,654 0.6%
Holding current value
$37.9 Million
Previous $35.9 Billion 4.94%
% of portfolio
1.25%
Previous 1.43%

Shares

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

Nov 14, 2025
SELL
$74.93 - $80.73 $210,853 - $227,174
-2,814 Reduced 0.6%
466,840 $37.7 Billion
Q2 2025

Aug 13, 2025
BUY
$60.34 - $74.89 $778,265 - $965,931
12,898 Added 2.82%
469,654 $35.9 Billion
Q1 2025

May 13, 2025
BUY
$67.03 - $74.61 $30.6 Million - $34.1 Million
456,756 New
456,756 $31.1 Billion

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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