Beam Wealth Advisors’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
Q2
$4.88M Sell
2025
Q1
$4.46M Buy
2024
Q4
$4.67M Buy
2024
Q3
$4.57M Sell
2024
Q2
$4.35M Buy
2020
Q1
Sell
2019
Q4
$446K Buy