Integrated Wealth Concepts’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 | $3.67M | Buy |
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|
2025
Q1 | $3.27M | Sell |
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|
2024
Q4 | $8.32M | Buy |
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|
2024
Q3 | $7.99M | Sell |
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|
2024
Q2 | $8.55M | Sell |
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|
2024
Q1 | $8.51M | Sell |
|
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|
2023
Q4 | $10.5M | Sell |
|
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|
2023
Q3 | $12.2M | Sell |
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|
2023
Q2 | $14.6M | Buy |
|
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|
2023
Q1 | $3.27M | Buy |
|
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|
2022
Q4 | $2.27M | Sell |
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|
2022
Q3 | $3.03M | Buy |
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|
2022
Q2 | $2.29M | Buy |
|
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|
2022
Q1 | $2.72M | Sell |
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|
2021
Q4 | $2.93M | Sell |
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|
2021
Q3 | $3.21M | Buy |
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|
2021
Q2 | $2.97M | Buy |
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|
2021
Q1 | $2.43M | Buy |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $273K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $231K | Buy |
|