Bartlett & Co’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $15K | Hold |
262
| – | – | ﹤0.01% | 936 |
|
2023
Q3 | $14K | Hold |
262
| – | – | ﹤0.01% | 888 |
|
2023
Q2 | $14K | Hold |
262
| – | – | ﹤0.01% | 879 |
|
2023
Q1 | $13K | Hold |
262
| – | – | ﹤0.01% | 788 |
|
2022
Q4 | $12K | Hold |
262
| – | – | ﹤0.01% | 808 |
|
2022
Q3 | $12K | Hold |
262
| – | – | ﹤0.01% | 798 |
|
2022
Q2 | $12K | Hold |
262
| – | – | ﹤0.01% | 833 |
|
2022
Q1 | $15K | Buy |
+262
| New | +$15K | ﹤0.01% | 771 |
|
2021
Q4 | – | Sell |
-262
| Closed | -$14K | – | 816 |
|
2021
Q3 | $14K | Buy |
+262
| New | +$14K | ﹤0.01% | 673 |
|