Focused Wealth 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 | $301K | Sell |
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|
2025
Q2 | $294K | Sell |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $292K | Buy |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $256K | Buy |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $229K | Buy |
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|
2020
Q3 | $201K | Sell |
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|
2020
Q2 | $186K | Buy |
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|
2020
Q1 | $154K | Buy |
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|
2019
Q4 | $193K | Buy |
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|
2019
Q3 | $175K | Sell |
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|
2019
Q2 | $252K | Buy |
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|
2019
Q1 | $180K | Sell |
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|
2018
Q4 | $4.55M | Buy |
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|
2018
Q3 | $22K | Sell |
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|
2018
Q2 | $23K | Buy |
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|
2018
Q1 | $22K | Buy |
|