Congress Wealth Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,383
| Closed | -$599K | – | 1118 |
|
|
2024
Q4 | $599K | Buy |
+8,383
| New | +$599K | 0.01% | 599 |
|
|
2024
Q1 | – | Sell |
-70,540
| Closed | -$4.12M | – | 633 |
|
|
2023
Q4 | $4.12M | Buy |
+70,540
| New | +$4.12M | 0.08% | 242 |
|
|
2023
Q1 | – | Sell |
-6,185
| Closed | -$292K | – | 574 |
|
|
2022
Q4 | $292K | Buy |
+6,185
| New | +$292K | 0.01% | 483 |
|
|
2022
Q2 | – | Sell |
-14,357
| Closed | -$798K | – | 617 |
|
|
2022
Q1 | $798K | Sell |
14,357
-1,494
| -9% | -$83K | 0.02% | 388 |
|
|
2021
Q4 | $926K | Buy |
+15,851
| New | +$926K | 0.02% | 377 |
|