Claro Advisors’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 | $2.43M | Sell |
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|
2025
Q1 | $2.25M | Buy |
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|
2024
Q4 | $1.96M | Buy |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.57M | Buy |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $973K | Buy |
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|
2022
Q4 | $694K | Buy |
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|
2022
Q3 | $531K | Hold |
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|
2022
Q2 | $531K | Sell |
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|
2022
Q1 | $680K | Hold |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $462K | Buy |
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