Levy Wealth Management Group’s State Street 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
2024
Q2
$1.45M Buy
2024
Q1
$983K Hold
2023
Q4
$983K Sell
2023
Q3
$930K Buy
2023
Q2
$907K Buy
2023
Q1
$770K Buy
2022
Q4
$719K Buy