Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.68M | Sell |
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|
2024
Q1 | $2.62M | Sell |
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|
2023
Q4 | $2.41M | Buy |
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|
2023
Q3 | $2.17M | Buy |
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|
2023
Q2 | $2.25M | Buy |
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|
2023
Q1 | $1.92M | Hold |
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|
2022
Q4 | $1.92M | Buy |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $364K | Sell |
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|
2021
Q4 | $385K | Sell |
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|
2021
Q3 | $890K | Buy |
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|
2021
Q2 | $389K | Buy |
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|
2021
Q1 | $322K | Sell |
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|
2020
Q4 | $464K | Buy |
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|
2020
Q3 | $393K | Sell |
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|
2020
Q2 | $828K | Sell |
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|
2020
Q1 | $1.65M | Buy |
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