Axxcess Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $2.06M | Sell |
|
|||||
|
2025
Q3 | $2.05M | Sell |
|
|||||
|
2025
Q2 | $2.04M | Sell |
|
|||||
|
2025
Q1 | $1.86M | Buy |
|
|||||
|
2024
Q4 | $1.54M | Buy |
|
|||||
|
2024
Q3 | $1.36M | Buy |
|
|||||
|
2024
Q2 | $1.08M | Buy |
|
|||||
|
2024
Q1 | $278K | Sell |
|
|||||
|
2023
Q4 | $580K | Sell |
|
|||||
|
2023
Q3 | $524K | Buy |
|
|||||
|
2023
Q2 | $540K | Sell |
|
|||||
|
2023
Q1 | $503K | Buy |
|
|||||
|
2022
Q4 | $236K | Sell |
|
|||||
|
2022
Q3 | $495K | Sell |
|
|||||
|
2022
Q2 | $557K | Buy |
|