Cabot Wealth Management’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 | $6.69M | Buy |
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|
2025
Q1 | $5.93M | Buy |
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|
2024
Q4 | $6.07M | Sell |
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|
2024
Q3 | $6.26M | Buy |
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|
2024
Q2 | $5.65M | Buy |
|
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|
2024
Q1 | $4.28M | Buy |
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|
2023
Q4 | $3.67M | Buy |
|
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|
2023
Q3 | $3.26M | Sell |
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|
2023
Q2 | $3.47M | Buy |
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|
2023
Q1 | $3.13M | Buy |
|
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|
2022
Q4 | $2.62M | Buy |
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|
2022
Q3 | $2.33M | Buy |
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|
2022
Q2 | $2.35M | Buy |
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|
2022
Q1 | $2.77M | Buy |
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|
2021
Q4 | $2.74M | Buy |
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|
2021
Q3 | $2.45M | Buy |
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|
2021
Q2 | $2.3M | Buy |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $1.71M | Buy |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $852K | Buy |
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|
2020
Q1 | $253K | Sell |
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|
2019
Q4 | $327K | Buy |
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|
2019
Q3 | $291K | Buy |
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