Epic Trust Investment 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
2024
Q2
Sell
2024
Q1
$332K Sell
2023
Q4
$395K Sell
2023
Q3
$449K Sell
2023
Q2
$605K Buy
2023
Q1
$561K Sell
2022
Q4
$587K Sell
2022
Q3
$559K Sell
2022
Q2
$633K Buy