BAM
Baldrige Asset Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $250K | Hold |
4,953
| – | – | 0.1% | 99 |
|
|
2022
Q4 | $234K | Hold |
4,953
| – | – | 0.1% | 97 |
|
|
2022
Q3 | $218K | Hold |
4,953
| – | – | 0.1% | 100 |
|
|
2022
Q2 | $230K | Hold |
4,953
| – | – | 0.11% | 99 |
|
|
2022
Q1 | $275K | Hold |
4,953
| – | – | 0.11% | 96 |
|
|
2021
Q4 | $290K | Hold |
4,953
| – | – | 0.11% | 91 |
|
|
2021
Q3 | $262K | Hold |
4,953
| – | – | 0.11% | 92 |
|
|
2021
Q2 | $262K | Hold |
4,953
| – | – | 0.11% | 89 |
|
|
2021
Q1 | $244K | Hold |
4,953
| – | – | 0.13% | 78 |
|
|
2020
Q4 | $228K | Hold |
4,953
| – | – | 0.14% | 82 |
|
|
2020
Q3 | $203K | Buy |
+4,953
| New | +$203K | 0.14% | 80 |
|
|
2020
Q1 | – | Sell |
-5,070
| Closed | -$202K | – | 84 |
|
|
2019
Q4 | $202K | Buy |
+5,070
| New | +$202K | 0.17% | 71 |
|