Geneos 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
Q2 | $30.2M | Sell |
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|
2025
Q1 | $54M | Buy |
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|
2024
Q4 | $25.5M | Buy |
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|
2024
Q3 | $23.4M | Buy |
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|
2024
Q2 | $21.4M | Buy |
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|
2024
Q1 | $19.4M | Buy |
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|
2023
Q4 | $16.9M | Buy |
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|
2023
Q3 | $14.3M | Buy |
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|
2023
Q2 | $14.2M | Buy |
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|
2023
Q1 | $12.7M | Buy |
|
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|
2022
Q4 | $9.72M | Buy |
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|
2022
Q3 | $8.39M | Buy |
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|
2022
Q2 | $8.89M | Buy |
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|
2022
Q1 | $9.44M | Buy |
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|
2021
Q4 | $7.4M | Buy |
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|
2021
Q3 | $5.57M | Buy |
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|
2021
Q2 | $5.2M | Sell |
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|
2021
Q1 | $14.5M | Sell |
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|
2020
Q4 | $4.81M | Buy |
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|
2020
Q3 | $3.06M | Buy |
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|
2020
Q2 | $2.69M | Buy |
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|
2020
Q1 | $1.86M | Buy |
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|
2019
Q4 | $2.07M | Buy |
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|
2019
Q3 | $1.76M | Buy |
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|
2019
Q2 | $1.71M | Buy |
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|
2019
Q1 | $1.32M | Buy |
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|
2018
Q4 | $552K | Buy |
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|
2018
Q3 | $464K | Buy |
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|
2018
Q2 | $279K | Sell |
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|
2018
Q1 | $273K | Buy |
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|
2017
Q4 | $159K | Buy |
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|
2017
Q3 | $1K | Buy |
|