CFS Investment Advisory Services’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
Q1 | – | Sell |
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|
2024
Q4 | $385K | Hold |
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|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $430K | Hold |
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|
2024
Q1 | $416K | Sell |
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|
2023
Q4 | $475K | Buy |
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|
2023
Q3 | $426K | Hold |
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|
2023
Q2 | $442K | Hold |
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|
2023
Q1 | $409K | Buy |
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|
2022
Q4 | $379K | Sell |
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|
2022
Q3 | $357K | Buy |
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|
2022
Q2 | $368K | Sell |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q4 | $437K | Buy |
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|
2021
Q3 | $405K | Buy |
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|
2020
Q4 | $350K | Buy |
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