LJI Wealth Management’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 | $1.51M | Sell |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $927K | Buy |
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|
2023
Q2 | $931K | Buy |
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|
2023
Q1 | $833K | Sell |
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|
2022
Q4 | $810K | Buy |
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