Compass Ion Advisors’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 | $215K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $317K | Buy |
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|
2023
Q2 | $328K | Sell |
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|
2023
Q1 | $305K | Sell |
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|
2022
Q4 | $4.55M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $238K | Sell |
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|
2020
Q3 | $324K | Sell |
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|
2020
Q2 | $375K | Sell |
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|
2020
Q1 | $433K | Sell |
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|
2019
Q4 | $26.3M | Buy |
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