Cary Street Partners Investment Advisory’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
Q4 | – | Sell |
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|
2024
Q3 | $7.85M | Sell |
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|
2024
Q2 | $7.54M | Sell |
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|
2024
Q1 | $7.85M | Sell |
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|
2023
Q4 | $8.14M | Sell |
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|
2023
Q3 | $7.75M | Buy |
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|
2023
Q2 | $6.13M | Sell |
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|
2023
Q1 | $5.72M | Sell |
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|
2022
Q4 | $5.38M | Sell |
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|
2022
Q3 | $5.14M | Buy |
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|
2022
Q2 | $5.26M | Buy |
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|
2022
Q1 | $5.47M | Buy |
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|
2021
Q4 | $5.65M | Buy |
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|
2021
Q3 | $5.11M | Buy |
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|
2021
Q2 | $5.06M | Sell |
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|
2021
Q1 | $4.86M | Sell |
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|
2020
Q4 | $5.88M | Sell |
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|
2020
Q3 | $6.7M | Buy |
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