McNaughton 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
Q3 | $277K | Hold |
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|
2025
Q2 | $258K | Hold |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $258K | Hold |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $224K | Sell |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $599K | Sell |
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|
2022
Q4 | $657K | Sell |
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|
2022
Q3 | $640K | Sell |
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|
2022
Q2 | $1.97M | Sell |
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|
2022
Q1 | $2.96M | Sell |
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|
2021
Q4 | $3.3M | Buy |
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|
2021
Q3 | $3.03M | Sell |
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|
2021
Q2 | $3.03M | Buy |
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|
2021
Q1 | $2.75M | Sell |
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|
2020
Q4 | $2.6M | Buy |
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|
2020
Q3 | $2.3M | Buy |
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|
2020
Q2 | $2.09M | Buy |
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|
2020
Q1 | $1.58M | Buy |
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|
2019
Q4 | $1.12M | Buy |
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