Montag & Associates’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 | $142K | Hold |
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|
2025
Q2 | $132K | Hold |
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|
2025
Q1 | $119K | Hold |
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|
2024
Q4 | $125K | Hold |
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|
2024
Q3 | $123K | Buy |
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|
2024
Q2 | $82.7K | Hold |
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|
2024
Q1 | $79.9K | Buy |
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|
2023
Q4 | $52.4K | Hold |
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|
2023
Q3 | $47K | Hold |
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|
2023
Q2 | $48.8K | Hold |
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|
2023
Q1 | $45.2K | Hold |
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|
2022
Q4 | $42.4K | Buy |
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