Concord Wealth Partners’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 | $41.3K | Hold |
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|
2025
Q1 | $37.5K | Hold |
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|
2024
Q4 | $39.4K | Hold |
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|
2024
Q3 | $38.7K | Hold |
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|
2024
Q2 | $36.6K | Hold |
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|
2024
Q1 | $35.4K | Hold |
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|
2023
Q4 | $32.3K | Hold |
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|
2023
Q3 | $29K | Hold |
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|
2023
Q2 | $30.1K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $26.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $26K | Buy |
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