OLIO Financial Planning’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 | $818K | Hold |
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|
2025
Q2 | $760K | Hold |
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|
2025
Q1 | $690K | Hold |
|
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|
2024
Q4 | $724K | Sell |
|
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|
2024
Q3 | $687K | Hold |
|
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|
2024
Q2 | $687K | Hold |
|
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|
2024
Q1 | $687K | Hold |
|
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|
2023
Q4 | $687K | Sell |
|
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|
2023
Q3 | $617K | Hold |
|
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|
2023
Q2 | $640K | Hold |
|
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|
2023
Q1 | $593K | Hold |
|
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|
2022
Q4 | $604K | Buy |
|
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|
2022
Q3 | $516K | Hold |
|
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|
2022
Q2 | $544K | Hold |
|
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|
2022
Q1 | $650K | Sell |
|
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|
2021
Q4 | $738K | Buy |
|