McClarren Financial 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
Q3 | $1.53M | Sell |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $45K | Buy |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.69M | Buy |
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|
2021
Q4 | $1.77M | Sell |
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|
2021
Q3 | $1.63M | Sell |
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|
2021
Q2 | $1.94M | Sell |
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|
2021
Q1 | $2.15M | Buy |
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|
2020
Q4 | $2M | Buy |
|