Caldwell Trust’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2K | Hold |
150
|
|
||||
|
2025
Q1 | $10.2K | Hold |
150
|
|
||||
|
2024
Q4 | $10.7K | Hold |
150
|
|
||||
|
2024
Q3 | $10.5K | Hold |
150
|
|
||||
|
2024
Q2 | $9.95K | Hold |
150
|
|
||||
|
2024
Q1 | $9.62K | Hold |
150
|
|
||||
|
2023
Q4 | $8.77K | Hold |
150
|
|
||||
|
2023
Q3 | $7.87K | Hold |
150
|
|
||||
|
2023
Q2 | $8.17K | Buy |
+150
|
|