Principia Wealth Advisory, LLC
Position in SPTM — State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
CIK 2041436
DALLAS, TX
All Filings in SPTM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SPTM | $5,548,176 | 61,110 | Shares | Sole | 2026-08-26 | |
| 2026-03-31 SPTM | $4,971,925 | 62,888 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 SPTM | $6,555,532 | 79,461 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 SPTM | $7,414,880 | 91,939 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 SPTM | $12,210,739 | 163,049 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SPTM | $12,379,384 | 182,023 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 SPTM | $12,699,753 | 177,793 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||