GA
Goldstein Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Sell |
11,809
-77
| -0.6% | -$5.77K | 0.12% | 65 |
|
|
2025
Q1 | $808K | Sell |
11,886
-33
| -0.3% | -$2.24K | 0.12% | 66 |
|
|
2024
Q4 | $851K | Sell |
11,919
-304
| -2% | -$21.7K | 0.12% | 63 |
|
|
2024
Q3 | $856K | Sell |
12,223
-214
| -2% | -$15K | 0.13% | 63 |
|
|
2024
Q2 | $825K | Sell |
12,437
-901
| -7% | -$59.8K | 0.14% | 56 |
|
|
2024
Q1 | $856K | Sell |
13,338
-2,699
| -17% | -$173K | 0.15% | 56 |
|
|
2023
Q4 | $937K | Sell |
16,037
-656
| -4% | -$38.3K | 0.16% | 75 |
|
|
2023
Q3 | $876K | Sell |
16,693
-468
| -3% | -$24.6K | 0.18% | 49 |
|
|
2023
Q2 | $934K | Sell |
17,161
-134
| -0.8% | -$7.3K | 0.2% | 48 |
|
|
2023
Q1 | $872K | Sell |
17,295
-2,293
| -12% | -$116K | 0.19% | 51 |
|
|
2022
Q4 | $926K | Buy |
+19,588
| New | +$926K | 0.22% | 48 |
|