Helen Stephens Group’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
Q3 | $283K | Buy |
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|
2025
Q2 | $262K | Sell |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q4 | $250K | Sell |
|
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|
2024
Q3 | $280K | Sell |
|
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|
2024
Q2 | $270K | Sell |
|
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|
2024
Q1 | $336K | Sell |
|
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|
2023
Q4 | $510K | Sell |
|
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $503K | Sell |
|
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|
2023
Q1 | $487K | Sell |
|
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|
2022
Q4 | $484K | Sell |
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|
2022
Q3 | $955K | Buy |
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|
2022
Q2 | $984K | Sell |
|
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.02M | Buy |
|