IHT Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

IHT Wealth Management’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.39M	Buy	68,145 +372	+0.5%	+$30.7K	0.13%	173
2025 Q4	$5.59M	Buy	67,773 +321	+0.5%	+$26.2K	0.14%	155
2025 Q3	$5.44M	Buy	67,452 +10,174	+18%	+$791K	0.14%	151
2025 Q2	$4.29M	Sell	57,278 -6,113	-10%	-$424K	0.12%	170
2025 Q1	$4.31M	Sell	63,391 -54,541	-46%	-$3.9M	0.13%	151
2024 Q4	$8.42M	Buy	117,932 +9,270	+9%	+$667K	0.27%	75
2024 Q3	$7.61M	Buy	108,662 +4,282	+4%	+$289K	0.22%	93
2024 Q2	$6.93M	Sell	104,380 -8,361	-7%	-$535K	0.26%	76
2024 Q1	$7.23M	Sell	112,741 -6,467	-5%	-$395K	0.29%	68
2023 Q4	$6.97M	Sell	119,208 -124	-0.1%	-$6.77K	0.31%	67
2023 Q3	$6.26M	Buy	119,332 +8,718	+8%	+$476K	0.32%	62
2023 Q2	$6.02M	Buy	110,614 +8,535	+8%	+$440K	0.31%	63
2023 Q1	$5.15M	Buy	102,079 +17,447	+21%	+$861K	0.29%	71
2022 Q4	$4M	Buy	84,632 +496	+0.6%	+$23.6K	0.25%	91
2022 Q3	$3.71M	Buy	84,136 +1,971	+2%	+$96.5K	0.28%	75
2022 Q2	$3.82M	Buy	82,165 +64,815	+374%	+$3.27M	0.34%	59
2022 Q1	$964K	Sell	17,350 -14,050	-45%	-$770K	0.07%	260
2021 Q4	$1.83M	Buy	31,400 +12,819	+69%	+$725K	0.14%	152
2021 Q3	$985K	Sell	18,581 -786	-4%	-$42.8K	0.08%	250
2021 Q2	$1.03M	Sell	19,367 -10,612	-35%	-$549K	0.07%	315
2021 Q1	$1.48M	Sell	29,979 -10,638	-26%	-$509K	0.11%	196
2020 Q4	$1.87M	Sell	40,617 -808	-2%	-$35.2K	0.16%	139
2020 Q3	$1.69M	Buy	41,425 +3,154	+8%	+$128K	0.17%	128
2020 Q2	$1.45M	Buy	38,271 +22,210	+138%	+$794K	0.2%	115
2020 Q1	$505K	Buy	+16,061	New	+$604K	0.07%	285
2018 Q2	–	Sell	-2,700	Closed	-$87K	–	1220
2018 Q1	$87K	Sell	2,700 -114	-4%	-$3.86K	0.02%	519
2017 Q4	$96K	Hold	2,814	–	–	0.03%	505
2017 Q3	$89K	Hold	2,814	–	–	0.04%	378
2017 Q2	$56	Buy	2,814 +600	+27%	+$17.9K	0.03%	478
2017 Q1	$65K	Buy	2,214 +600	+37%	+$17.4K	0.04%	367
2016 Q4	$45K	Buy	+1,614	New	+$43.9K	0.03%	408