Lifeworks 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
$1.16M Buy
2025
Q1
$1.05M Sell
2024
Q4
$1.19M Sell
2024
Q3
$1.3M Buy
2024
Q2
$341K Buy
2024
Q1
$321K Sell
2023
Q4
$323K Buy
2023
Q3
$276K Buy
2023
Q2
$239K Sell
2023
Q1
$248K Buy
2022
Q4
$224K Sell
2022
Q3
$227K Buy