EverSource Wealth 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 | $768K | Sell |
10,257
-770
| -7% | -$57.7K | 0.03% | 340 |
|
|
2025
Q1 | $750K | Buy |
11,027
+10,358
| +1,548% | +$704K | 0.04% | 299 |
|
|
2024
Q4 | $47.8K | Buy |
+669
| New | +$47.8K | ﹤0.01% | 1210 |
|
|
2024
Q3 | – | Sell |
-107
| Closed | -$7.22K | – | 3121 |
|
|
2024
Q2 | $7.22K | Buy |
+107
| New | +$7.22K | ﹤0.01% | 2045 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2996 |
|