Oakwell Private 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
Q2 | $1.87M | Sell |
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|
2025
Q1 | $1.71M | Sell |
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|
2024
Q4 | $1.94M | Hold |
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|
2024
Q3 | $1.9M | Sell |
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|
2024
Q2 | $1.82M | Sell |
|
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.48M | Hold |
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|
2023
Q2 | $1.53M | Sell |
|
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.89M | Buy |
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|
2022
Q2 | $1.47M | Sell |
|
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|
2022
Q1 | $2.4M | Hold |
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|
2021
Q4 | $2.52M | Sell |
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|
2021
Q3 | $2.36M | Sell |
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|
2021
Q2 | $2.69M | Sell |
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|
2021
Q1 | $2.9M | Sell |
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|
2020
Q4 | $2.77M | Buy |
|