Beacon Financial Group’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 | $10.6M | Sell |
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|
2025
Q2 | $10.2M | Sell |
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|
2025
Q1 | $9.27M | Sell |
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|
2024
Q4 | $10.5M | Sell |
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|
2024
Q3 | $10.8M | Sell |
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|
2024
Q2 | $10.3M | Sell |
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|
2024
Q1 | $10.3M | Sell |
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|
2023
Q4 | $10M | Buy |
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|
2023
Q3 | $6.71M | Sell |
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|
2023
Q2 | $9.26M | Sell |
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|
2023
Q1 | $8.72M | Sell |
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|
2022
Q4 | $8.82M | Sell |
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|
2022
Q3 | $7.81M | Buy |
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|
2022
Q2 | $7.08M | Buy |
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|
2022
Q1 | $432K | Hold |
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|
2021
Q4 | $451K | Hold |
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|
2021
Q3 | $412K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.32M | Hold |
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|
2020
Q2 | $1.32M | Buy |
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