KWB Wealth’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
Q3 | $3.39M | Sell |
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|
2025
Q2 | $3.62M | Sell |
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|
2025
Q1 | $4.4M | Sell |
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|
2024
Q4 | $5.87M | Sell |
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|
2024
Q3 | $6.6M | Buy |
|
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|
2024
Q2 | $6.3M | Hold |
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|
2024
Q1 | $6.3M | Sell |
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|
2023
Q4 | $6.07M | Buy |
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|
2023
Q3 | $3.18M | Sell |
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|
2023
Q2 | $3.38M | Buy |
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|
2023
Q1 | $2.77M | Buy |
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|
2022
Q4 | $2.75M | Buy |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $6.16M | Buy |
|