Jackson Grant Investment Advisers’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 | $2.66M | Buy |
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|
2025
Q2 | $2.06M | Buy |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $851K | Buy |
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|
2024
Q1 | $821K | Sell |
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|
2023
Q4 | $750K | Buy |
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|
2023
Q3 | $672K | Buy |
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|
2023
Q2 | $690K | Buy |
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|
2023
Q1 | $631K | Buy |
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|
2022
Q4 | $584K | Buy |
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|
2022
Q3 | $539K | Buy |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $508K | Buy |
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|
2021
Q4 | $481K | Buy |
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|
2021
Q3 | $388K | Sell |
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|
2021
Q2 | $389K | Sell |
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|
2021
Q1 | $363K | Buy |
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|
2020
Q4 | $339K | Buy |
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|
2020
Q3 | $300K | Buy |
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|
2020
Q2 | $277K | Sell |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $327K | Sell |
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|
2019
Q3 | $323K | Buy |
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|
2019
Q2 | $310K | Buy |
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|
2019
Q1 | $282K | Sell |
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|
2018
Q4 | $269K | Buy |
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|
2018
Q3 | $307K | Buy |
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|
2018
Q2 | $85K | Buy |
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