Advisors Capital Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$48.3M Buy
2025
Q2
$41.4M Buy
2025
Q1
$34M Buy
2024
Q4
$27.1M Buy
2024
Q3
$24M Sell
2024
Q2
$25.3M Buy
2024
Q1
$20.5M Buy
2023
Q4
$14.9M Buy
2023
Q3
$11.2M Buy
2023
Q2
$9.75M Buy
2023
Q1
$6.93M Buy
2022
Q4
$2.44M Sell
2022
Q3
$4.82M Buy
2022
Q2
$2.37M Sell
2022
Q1
$2.85M Buy
2021
Q4
$2.83M Buy
2021
Q3
$1.68M Buy
2021
Q2
$1.65M Sell
2021
Q1
$1.61M Buy
2020
Q4
$1.49M Buy