Destination 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
Q2 | $1.98M | Buy |
+26,460
| New | +$1.98M | 0.06% | 118 |
|
|
2023
Q2 | – | Sell |
-4,039
| Closed | -$204K | – | 207 |
|
|
2023
Q1 | $204K | Buy |
+4,039
| New | +$204K | 0.01% | 199 |
|
|
2019
Q3 | – | Sell |
-165
| Closed | -$6K | – | 447 |
|
|
2019
Q2 | $6K | Buy |
+165
| New | +$6K | ﹤0.01% | 474 |
|
|
2015
Q3 | – | Sell |
-84,000
| Closed | -$2.17M | – | 208 |
|
|
2015
Q2 | $2.17M | Buy |
+84,000
| New | +$2.17M | 0.14% | 98 |
|