Cerity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $56.5M | Buy |
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|
2025
Q2 | $52.3M | Buy |
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|
2025
Q1 | $41.3M | Sell |
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|
2024
Q4 | $43.6M | Buy |
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|
2024
Q3 | $41.2M | Buy |
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|
2024
Q2 | $39M | Sell |
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|
2024
Q1 | $38.4M | Sell |
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|
2023
Q4 | $35.1M | Buy |
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|
2023
Q3 | $30.8M | Buy |
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|
2023
Q2 | $10.1M | Buy |
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|
2023
Q1 | $249K | Hold |
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|
2022
Q4 | $234K | Hold |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $261K | Hold |
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|
2022
Q1 | $312K | Buy |
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