One Wealth 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 | $269K | Sell |
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|
2025
Q1 | $249K | Buy |
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|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $247K | Hold |
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|
2024
Q1 | $244K | Hold |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $200K | Sell |
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|
2022
Q3 | $206K | Hold |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $261K | Hold |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $249K | Buy |
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