JNBA Financial Advisors’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 | $186K | Sell |
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|
2025
Q1 | $174K | Sell |
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|
2024
Q4 | $194K | Sell |
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|
2024
Q3 | $195K | Hold |
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|
2024
Q2 | $185K | Sell |
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|
2024
Q1 | $191K | Sell |
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|
2023
Q4 | $181K | Sell |
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|
2023
Q3 | $193K | Sell |
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|
2023
Q2 | $282K | Sell |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $318K | Sell |
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|
2021
Q4 | $397K | Hold |
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|
2021
Q3 | $360K | Sell |
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|
2021
Q2 | $366K | Sell |
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|
2021
Q1 | $371K | Sell |
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|
2020
Q4 | $351K | Sell |
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|
2020
Q3 | $317K | Sell |
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|
2020
Q2 | $302K | Sell |
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|
2020
Q1 | $352K | Sell |
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|
2019
Q4 | $474K | Sell |
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|
2019
Q3 | $593K | Sell |
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|
2019
Q2 | $646K | Sell |
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|
2019
Q1 | $641K | Sell |
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|
2018
Q4 | $650K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3.55M | Sell |
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|
2018
Q1 | $4.38M | Buy |
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|
2017
Q4 | $2.77M | Buy |
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