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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6K | Hold |
262
| – | – | ﹤0.01% | 817 |
|
|
2025
Q1 | $17.8K | Hold |
262
| – | – | ﹤0.01% | 831 |
|
|
2024
Q4 | $18.7K | Hold |
262
| – | – | ﹤0.01% | 812 |
|
|
2024
Q3 | $18.4K | Hold |
262
| – | – | ﹤0.01% | 829 |
|
|
2024
Q2 | $17.4K | Hold |
262
| – | – | ﹤0.01% | 835 |
|
|
2024
Q1 | $16.8K | Hold |
262
| – | – | ﹤0.01% | 843 |
|
|
2023
Q4 | $15.4K | Hold |
262
| – | – | ﹤0.01% | 928 |
|
|
2023
Q3 | $13.8K | Hold |
262
| – | – | ﹤0.01% | 887 |
|
|
2023
Q2 | $14.3K | Hold |
262
| – | – | ﹤0.01% | 874 |
|
|
2023
Q1 | $13.2K | Hold |
262
| – | – | ﹤0.01% | 781 |
|
|
2022
Q4 | $12.4K | Hold |
262
| – | – | ﹤0.01% | 800 |
|
|
2022
Q3 | $11.6K | Hold |
262
| – | – | ﹤0.01% | 802 |
|
|
2022
Q2 | $12.2K | Hold |
262
| – | – | ﹤0.01% | 830 |
|
|
2022
Q1 | $14.6K | Buy |
+262
| New | +$14.6K | ﹤0.01% | 775 |
|
|
2021
Q4 | – | Sell |
-262
| Closed | -$13.9K | – | 816 |
|
|
2021
Q3 | $13.9K | Buy |
+262
| New | +$13.9K | ﹤0.01% | 672 |
|