Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $311K | Sell |
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|
2025
Q2 | $400K | Sell |
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|
2025
Q1 | $391K | Sell |
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|
2024
Q4 | $427K | Buy |
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|
2024
Q3 | $322K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $323K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $565K | Buy |
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|
2021
Q4 | $594K | Buy |
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|
2021
Q3 | $485K | Sell |
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|
2021
Q2 | $497K | Buy |
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|
2021
Q1 | $382K | Sell |
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|
2020
Q4 | $596K | Buy |
|