Cary Street Partners Asset Management’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
Q3 | $357K | Sell |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $763K | Sell |
|
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|
2023
Q3 | $881K | Sell |
|
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $986K | Sell |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.09M | Sell |
|
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $1.37M | Sell |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $716K | Buy |
|