Goldstein Advisors’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 | $884K | Sell |
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|
2025
Q1 | $808K | Sell |
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|
2024
Q4 | $851K | Sell |
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|
2024
Q3 | $856K | Sell |
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|
2024
Q2 | $825K | Sell |
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|
2024
Q1 | $856K | Sell |
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|
2023
Q4 | $937K | Sell |
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|
2023
Q3 | $876K | Sell |
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|
2023
Q2 | $934K | Sell |
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|
2023
Q1 | $872K | Sell |
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|
2022
Q4 | $926K | Buy |
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