Golden State Wealth Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.27K | Hold |
123
| – | – | ﹤0.01% | 1089 |
|
|
2025
Q1 | $8.41K | Sell |
123
-2,217
| -95% | -$152K | ﹤0.01% | 1046 |
|
|
2024
Q4 | $167K | Buy |
+2,340
| New | +$167K | 0.03% | 350 |
|
|
2020
Q4 | – | Sell |
-1,894
| Closed | -$77K | – | 401 |
|
|
2020
Q3 | $77K | Buy |
+1,894
| New | +$77K | 0.03% | 292 |
|
|
2020
Q2 | – | Sell |
-1,894
| Closed | -$60K | – | 790 |
|
|
2020
Q1 | $60K | Buy |
+1,894
| New | +$60K | 0.03% | 331 |
|