Morling 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
Q2 | $1.54M | Sell |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.5M | Sell |
|
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|
2024
Q2 | $1.43M | Sell |
|
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.43M | Sell |
|
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|
2023
Q1 | $1.33M | Sell |
|
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.63M | Sell |
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|
2021
Q4 | $1.86M | Buy |
|