CA
Crewe Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.1K | Buy |
+469
| New | +$35.1K | 0.01% | 314 |
|
|
2020
Q1 | – | Sell |
-86
| Closed | -$3K | – | 237 |
|
|
2019
Q4 | $3K | Sell |
86
-327
| -79% | -$11.4K | ﹤0.01% | 227 |
|
|
2019
Q3 | $15K | Hold |
413
| – | – | 0.01% | 171 |
|
|
2019
Q2 | $15K | Sell |
413
-80
| -16% | -$2.91K | ﹤0.01% | 198 |
|
|
2019
Q1 | $17K | Sell |
493
-46,121
| -99% | -$1.59M | 0.01% | 166 |
|
|
2018
Q4 | $1.44M | Buy |
+46,614
| New | +$1.44M | 0.46% | 18 |
|