MBE 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 | $826K | Buy |
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|
2025
Q1 | $741K | Buy |
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|
2024
Q4 | $775K | Sell |
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|
2024
Q3 | $764K | Buy |
|
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|
2024
Q2 | $723K | Sell |
|
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|
2024
Q1 | $701K | Buy |
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|
2023
Q4 | $637K | Sell |
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|
2023
Q3 | $578K | Sell |
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|
2023
Q2 | $636K | Sell |
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|
2023
Q1 | $589K | Sell |
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|
2022
Q4 | $563K | Sell |
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|
2022
Q3 | $561K | Sell |
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|
2022
Q2 | $644K | Sell |
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|
2022
Q1 | $823K | Sell |
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|
2021
Q4 | $874K | Sell |
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|
2021
Q3 | $850K | Sell |
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|
2021
Q2 | $956K | Sell |
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|
2021
Q1 | $5.01M | Sell |
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|
2020
Q4 | $5.35M | Buy |
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|
2020
Q3 | $4.38M | Buy |
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|
2020
Q2 | $4.37M | Buy |
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|
2020
Q1 | $3.04M | Buy |
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|
2019
Q4 | $3.49M | Buy |
|