Legacy Capital Wealth Partners’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
$864K Sell
2025
Q1
$1.33M Sell
2024
Q4
$1.41M Buy
2024
Q3
$1.08M Buy
2024
Q2
$565K Buy
2024
Q1
Sell
2023
Q4
$1M Sell
2023
Q3
$982K Buy
2023
Q2
Sell
2023
Q1
$1.06M Buy