HB Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $230K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $206K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $461K | Sell |
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|
2023
Q1 | $455K | Sell |
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|
2022
Q4 | $470K | Buy |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $296K | Buy |
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