Meridian Wealth Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,181
| Closed | -$227K | – | 646 |
|
|
2024
Q4 | $227K | Sell |
3,181
-140
| -4% | -$10K | 0.01% | 578 |
|
|
2024
Q3 | $233K | Hold |
3,321
| – | – | 0.01% | 581 |
|
|
2024
Q2 | $220K | Buy |
+3,321
| New | +$220K | 0.03% | 267 |
|
|
2024
Q1 | – | Sell |
-3,481
| Closed | -$203K | – | 491 |
|
|
2023
Q4 | $203K | Buy |
+3,481
| New | +$203K | 0.01% | 569 |
|
|
2019
Q3 | – | Sell |
-7,974
| Closed | -$2.91K | – | 446 |
|
|
2019
Q2 | $2.91K | Buy |
+7,974
| New | +$2.91K | 0.12% | 153 |
|