GeoWealth 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 | $1.61M | Sell |
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|
2025
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $797K | Buy |
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|
2024
Q1 | $723K | Buy |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $412K | Sell |
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|
2023
Q1 | $386K | Sell |
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|
2022
Q4 | $1.84M | Sell |
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|
2022
Q3 | $3.44M | Sell |
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|
2022
Q2 | $4.39M | Sell |
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|
2022
Q1 | $9.37M | Buy |
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|
2021
Q4 | $9.51M | Buy |
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|
2021
Q3 | $8.2M | Sell |
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|
2021
Q2 | $8.33M | Buy |
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|
2021
Q1 | $5.88M | Sell |
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|
2020
Q4 | $5.63M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.39M | Buy |
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