Congress Asset Management’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
Q4 | $201K | Sell |
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|
2025
Q3 | $224K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $599K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.5M | Buy |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $321K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $340K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $454K | Buy |
|