EP Wealth Advisors’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 | $1.65M | Buy |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $2.07M | Buy |
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|
2022
Q4 | $959K | Sell |
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|
2022
Q3 | $936K | Sell |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $985K | Sell |
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|
2020
Q3 | $911K | Sell |
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|
2020
Q2 | $977K | Sell |
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|
2020
Q1 | $926K | Sell |
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|
2019
Q4 | $1.58M | Buy |
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|
2019
Q3 | $765K | Buy |
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