Ervin Investment Management’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
Q3 | $13M | Sell |
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|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $3.06M | Sell |
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|
2024
Q4 | $11.6M | Sell |
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|
2024
Q3 | $11.7M | Buy |
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|
2024
Q2 | $11M | Sell |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $9.69M | Buy |
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|
2023
Q3 | $8.5M | Buy |
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|
2023
Q2 | $8.73M | Buy |
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|
2023
Q1 | $7.96M | Buy |
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|
2022
Q4 | $7.13M | Buy |
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|
2022
Q3 | $6.36M | Buy |
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|
2022
Q2 | $6.56M | Buy |
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|
2022
Q1 | $7.42M | Sell |
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|
2021
Q4 | $7.72M | Buy |
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