L.M. Kohn & Company’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 | – | Sell |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $869K | Buy |
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|
2024
Q1 | $549K | Buy |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $385K | Sell |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $469K | Sell |
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|
2022
Q4 | $499K | Buy |
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|
2022
Q3 | $451K | Buy |
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|
2022
Q2 | $441K | Sell |
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|
2022
Q1 | $1.27M | Buy |
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