Berger Financial Group’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 | $705K | Sell |
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|
2025
Q2 | $712K | Sell |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $720K | Sell |
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|
2024
Q3 | $735K | Sell |
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|
2024
Q2 | $704K | Sell |
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|
2024
Q1 | $842K | Sell |
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|
2023
Q4 | $912K | Buy |
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|
2023
Q3 | $819K | Sell |
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|
2023
Q2 | $914K | Sell |
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|
2023
Q1 | $854K | Sell |
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|
2022
Q4 | $818K | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $786K | Buy |
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