Annex Advisory Services’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 | $20.2M | Sell |
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|
2025
Q2 | $19.1M | Sell |
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|
2025
Q1 | $18M | Sell |
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|
2024
Q4 | $19.7M | Sell |
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|
2024
Q3 | $19.8M | Sell |
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|
2024
Q2 | $19.2M | Sell |
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|
2024
Q1 | $18.8M | Sell |
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|
2023
Q4 | $17.4M | Sell |
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|
2023
Q3 | $16.1M | Sell |
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|
2023
Q2 | $18.1M | Sell |
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|
2023
Q1 | $17.8M | Sell |
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|
2022
Q4 | $17.8M | Sell |
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|
2022
Q3 | $73.9M | Sell |
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|
2022
Q2 | $81.9M | Sell |
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|
2022
Q1 | $106M | Sell |
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|
2021
Q4 | $116M | Sell |
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|
2021
Q3 | $110M | Sell |
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|
2021
Q2 | $119M | Sell |
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|
2021
Q1 | $120M | Sell |
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|
2020
Q4 | $117M | Sell |
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|
2020
Q3 | $105M | Buy |
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|
2020
Q2 | $96.7M | Buy |
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|
2020
Q1 | $76.4M | Buy |
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|
2019
Q4 | $95.1M | Buy |
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|
2019
Q3 | $78.2M | Buy |
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|
2019
Q2 | $72.9M | Buy |
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|
2019
Q1 | $65.2M | Buy |
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|
2018
Q4 | $48.2M | Buy |
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|
2018
Q3 | $28.8M | Buy |
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|
2018
Q2 | $22.5M | Buy |
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|
2018
Q1 | $15.6M | Buy |
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