Lumbard & Kellner’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 | $1.16M | Buy |
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|
2025
Q2 | $224K | Hold |
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|
2025
Q1 | $203K | Hold |
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|
2024
Q4 | $213K | Sell |
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|
2024
Q3 | $237K | Hold |
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|
2024
Q2 | $224K | Sell |
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $216K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $203K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $175K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $345K | Buy |
|