Beaumont Financial Advisors’s State Street 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 | $379K | Hold |
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|
2025
Q2 | $352K | Hold |
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|
2025
Q1 | $319K | Hold |
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|
2024
Q4 | $336K | Hold |
|
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|
2024
Q3 | $329K | Hold |
|
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|
2024
Q2 | $312K | Hold |
|
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|
2024
Q1 | $301K | Hold |
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|
2023
Q4 | $275K | Hold |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $256K | Hold |
|
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|
2023
Q1 | $237K | Hold |
|
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|
2022
Q4 | $222K | Hold |
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|
2022
Q3 | $207K | Hold |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $261K | Hold |
|
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $249K | Buy |
|