Gladstone Institutional Advisory’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $213K | Sell |
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|
2025
Q3 | $408K | Sell |
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|
2025
Q2 | $477K | Sell |
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|
2025
Q1 | $470K | Sell |
|
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|
2024
Q4 | $514K | Buy |
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|
2024
Q3 | $450K | Buy |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $416K | Sell |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $429K | Buy |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $326K | Buy |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $278K | Buy |
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