Compass Wealth Management’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 | – | Sell |
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|
2025
Q1 | $24.1K | Buy |
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|
2024
Q4 | $25K | Hold |
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|
2024
Q3 | $24.5K | Sell |
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|
2024
Q2 | $50.1K | Sell |
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|
2024
Q1 | $54.7K | Hold |
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|
2023
Q4 | $49.8K | Buy |
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|
2023
Q3 | $39.3K | Sell |
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|
2023
Q2 | $76.3K | Sell |
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|
2023
Q1 | $139K | Sell |
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|
2022
Q4 | $136K | Buy |
|