Avantax Advisory Services’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
$697K Buy
2025
Q1
$574K Buy
2024
Q4
$503K Sell
2024
Q3
$560K Buy
2024
Q2
$472K Buy
2024
Q1
$455K Buy
2023
Q4
$370K Sell
2023
Q3
$354K Buy
2023
Q2
$321K Buy
2023
Q1
$296K Sell
2022
Q4
$303K Buy
2022
Q3
$234K Buy