Badgley Phelps Wealth Managers’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,110
| Closed | -$484K | – | 304 |
|
|
2025
Q1 | $484K | Buy |
7,110
+10
| +0.1% | +$680 | 0.01% | 214 |
|
|
2024
Q4 | $507K | Buy |
+7,100
| New | +$507K | 0.01% | 211 |
|
|
2022
Q4 | – | Sell |
-263,723
| Closed | -$11.6M | – | 221 |
|
|
2022
Q3 | $11.6M | Buy |
+263,723
| New | +$11.6M | 0.5% | 70 |
|
|
2022
Q1 | – | Sell |
-8,400
| Closed | -$491K | – | 225 |
|
|
2021
Q4 | $491K | Hold |
8,400
| – | – | 0.02% | 162 |
|
|
2021
Q3 | $445K | Buy |
+8,400
| New | +$445K | 0.02% | 162 |
|