Falcon Wealth Planning’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 | $347K | Sell |
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|
2025
Q2 | $364K | Sell |
|
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|
2025
Q1 | $357K | Buy |
|
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|
2024
Q4 | $374K | Sell |
|
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|
2024
Q3 | $368K | Sell |
|
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|
2024
Q2 | $374K | Sell |
|
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|
2024
Q1 | $362K | Sell |
|
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|
2023
Q4 | $356K | Buy |
|
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|
2023
Q3 | $306K | Sell |
|
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|
2023
Q2 | $355K | Buy |
|
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|
2023
Q1 | $280K | Buy |
|
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|
2022
Q4 | $247K | Buy |
|
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|
2022
Q3 | $221K | Sell |
|
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|
2022
Q2 | $273K | Buy |
|
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|
2022
Q1 | $314K | Buy |
|
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $200K | Buy |
|