Compass Financial Group (Florida)’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
Q2 | $3.29M | Sell |
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|
2025
Q1 | $3.04M | Sell |
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|
2024
Q4 | $3.2M | Sell |
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|
2024
Q3 | $3.15M | Sell |
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|
2024
Q2 | $3.04M | Sell |
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|
2024
Q1 | $3.15M | Sell |
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|
2023
Q4 | $2.88M | Sell |
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|
2023
Q3 | $2.62M | Buy |
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|
2023
Q2 | $2.7M | Sell |
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|
2023
Q1 | $2.56M | Sell |
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|
2022
Q4 | $2.46M | Buy |
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|
2022
Q3 | $1.97M | Sell |
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|
2022
Q2 | $2.09M | Sell |
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|
2022
Q1 | $2.5M | Sell |
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|
2021
Q4 | $2.76M | Sell |
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|
2021
Q3 | $2.52M | Sell |
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|
2021
Q2 | $2.53M | Sell |
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|
2021
Q1 | $2.35M | Sell |
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|
2020
Q4 | $2.03M | Sell |
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|
2020
Q3 | $2.01M | Sell |
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|
2020
Q2 | $1.91M | Sell |
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|
2020
Q1 | $1.59M | Sell |
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|
2019
Q4 | $2.03M | Sell |
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|
2019
Q3 | $1.88M | Sell |
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|
2019
Q2 | $1.89M | Buy |
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|
2019
Q1 | $1.81M | Buy |
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|
2018
Q4 | $1.58M | Sell |
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|
2018
Q3 | $2.16M | Buy |
|
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|
2018
Q2 | $1.8M | Buy |
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|
2018
Q1 | $1.56M | Buy |
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|
2017
Q4 | $1.38M | Buy |
|