Asset Dedication LLC’s 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
Q2 | $1.42M | Sell |
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|
2025
Q1 | $1.31M | Hold |
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|
2024
Q4 | $1.37M | Hold |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $2.21M | Sell |
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|
2024
Q1 | $2.15M | Sell |
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|
2023
Q4 | $1.96M | Sell |
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $1.83M | Buy |
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|
2023
Q1 | $1.7M | Hold |
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|
2022
Q4 | $1.59M | Sell |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.59M | Sell |
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|
2022
Q1 | $1.9M | Sell |
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|
2021
Q4 | $2.01M | Sell |
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|
2021
Q3 | $1.83M | Sell |
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|
2021
Q2 | $1.83M | Buy |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $1.57M | Buy |
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|
2020
Q2 | $853K | Sell |
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|
2020
Q1 | $1.17M | Buy |
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|
2019
Q4 | $203K | Buy |
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|
2019
Q3 | $123K | Buy |
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|
2019
Q2 | $110K | Buy |
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|
2019
Q1 | $61K | Buy |
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|
2018
Q4 | $52K | Sell |
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|
2018
Q3 | $82K | Buy |
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|
2018
Q2 | $44K | Buy |
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|
2018
Q1 | $28K | Buy |
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|
2017
Q4 | $13K | Buy |
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