Intrepid Financial Planning 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
Q2 | $438K | Sell |
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|
2025
Q1 | $408K | Sell |
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|
2024
Q4 | $490K | Sell |
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|
2024
Q3 | $532K | Hold |
|
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|
2024
Q2 | $504K | Sell |
|
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|
2024
Q1 | $487K | Sell |
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|
2023
Q4 | $445K | Sell |
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|
2023
Q3 | $423K | Sell |
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|
2023
Q2 | $451K | Hold |
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|
2023
Q1 | $418K | Hold |
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $378K | Hold |
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|
2022
Q2 | $398K | Buy |
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