Forvis Mazars Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $675K | Sell |
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|
2024
Q3 | $674K | Sell |
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|
2024
Q2 | $651K | Buy |
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|
2024
Q1 | $602K | Buy |
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|
2023
Q4 | $546K | Sell |
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|
2023
Q3 | $492K | Buy |
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|
2023
Q2 | $508K | Buy |
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|
2023
Q1 | $469K | Sell |
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|
2022
Q4 | $461K | Sell |
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|
2022
Q3 | $592K | Sell |
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|
2022
Q2 | $695K | Buy |
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