Gladstone Institutional Advisory’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
$408K Sell
2025
Q2
$477K Sell
2025
Q1
$470K Sell
2024
Q4
$514K Buy
2024
Q3
$450K Buy
2024
Q2
$374K Sell
2024
Q1
$394K Sell
2023
Q4
$404K Sell
2023
Q3
$416K Sell
2023
Q2
$452K Sell
2023
Q1
$429K Buy
2022
Q4
$363K Buy
2022
Q3
$326K Buy
2022
Q2
$308K Buy
2022
Q1
$278K Buy