Calton & Associates’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 | $898K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $1.77M | Sell |
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|
2021
Q4 | $1.89M | Buy |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.42M | Sell |
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|
2020
Q4 | $1.39M | Sell |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $869K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $210K | Buy |
|