McKinley Carter Wealth 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 | $367K | Sell |
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|
2025
Q2 | $344K | Sell |
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|
2025
Q1 | $399K | Hold |
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|
2024
Q4 | $419K | Hold |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $393K | Hold |
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|
2024
Q1 | $380K | Sell |
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|
2023
Q4 | $350K | Hold |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $326K | Hold |
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|
2023
Q1 | $302K | Hold |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $264K | Sell |
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|
2022
Q2 | $321K | Hold |
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|
2022
Q1 | $384K | Sell |
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|
2021
Q4 | $472K | Sell |
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $446K | Sell |
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|
2021
Q1 | $432K | Sell |
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|
2020
Q4 | $480K | Buy |
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