Brewster Financial Planning’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 | $308K | Hold |
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|
2025
Q2 | $286K | Sell |
|
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|
2025
Q1 | $267K | Hold |
|
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|
2024
Q4 | $281K | Sell |
|
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|
2024
Q3 | $319K | Hold |
|
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|
2024
Q2 | $302K | Sell |
|
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|
2024
Q1 | $328K | Sell |
|
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|
2023
Q4 | $308K | Sell |
|
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|
2023
Q3 | $286K | Sell |
|
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|
2023
Q2 | $309K | Sell |
|
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|
2023
Q1 | $315K | Hold |
|
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|
2022
Q4 | $296K | Hold |
|
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|
2022
Q3 | $276K | Hold |
|
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|
2022
Q2 | $290K | Sell |
|
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|
2022
Q1 | $380K | Hold |
|
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|
2021
Q4 | $400K | Buy |
|