Bartlett & Co Wealth Management’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
Q3 | $21.1K | Hold |
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|
2025
Q2 | $19.6K | Hold |
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|
2025
Q1 | $17.8K | Hold |
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|
2024
Q4 | $18.7K | Hold |
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|
2024
Q3 | $18.4K | Hold |
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|
2024
Q2 | $17.4K | Hold |
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|
2024
Q1 | $16.8K | Hold |
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|
2023
Q4 | $15.4K | Hold |
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|
2023
Q3 | $13.8K | Hold |
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|
2023
Q2 | $14.3K | Hold |
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|
2023
Q1 | $13.2K | Hold |
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|
2022
Q4 | $12.4K | Hold |
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|
2022
Q3 | $11.6K | Hold |
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|
2022
Q2 | $12.2K | Hold |
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|
2022
Q1 | $14.6K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $13.9K | Buy |
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