Jacobi Capital Management’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 | $25.5M | Sell |
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|
2025
Q1 | $26.3M | Buy |
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|
2024
Q4 | $17.1M | Sell |
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|
2024
Q3 | $22.4M | Buy |
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|
2024
Q2 | $20.7M | Buy |
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|
2024
Q1 | $15.5M | Sell |
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|
2023
Q4 | $14.4M | Buy |
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|
2023
Q3 | $12.8M | Buy |
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|
2023
Q2 | $9.11M | Buy |
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|
2023
Q1 | $8.3M | Buy |
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|
2022
Q4 | $7.29M | Buy |
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|
2022
Q3 | $6.6M | Buy |
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|
2022
Q2 | $6.81M | Sell |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $12.1M | Sell |
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|
2021
Q3 | $14.1M | Buy |
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|
2021
Q2 | $10.6M | Buy |
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|
2021
Q1 | $9.41M | Sell |
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|
2020
Q4 | $9.04M | Sell |
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|
2020
Q3 | $8.12M | Buy |
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|
2020
Q2 | $5.13M | Sell |
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|
2020
Q1 | $7.97M | Buy |
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