OneDigital Investment 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 | $3.21M | Sell |
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|
2025
Q1 | $3.88M | Sell |
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|
2024
Q4 | $4.23M | Sell |
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|
2024
Q3 | $4.23M | Sell |
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|
2024
Q2 | $4.1M | Buy |
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|
2024
Q1 | $2.81M | Sell |
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|
2023
Q4 | $2.95M | Sell |
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|
2023
Q3 | $5.22M | Sell |
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|
2023
Q2 | $5.63M | Sell |
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|
2023
Q1 | $7.26M | Sell |
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|
2022
Q4 | $6.83M | Buy |
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|
2022
Q3 | $6.15M | Buy |
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|
2022
Q2 | $6.46M | Buy |
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|
2022
Q1 | $7.66M | Buy |
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|
2021
Q4 | $7.93M | Buy |
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|
2021
Q3 | $6.54M | Buy |
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|
2021
Q2 | $6.49M | Sell |
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|
2021
Q1 | $6.13M | Buy |
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|
2020
Q4 | $2.96M | Buy |
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|
2020
Q3 | $2.03M | Buy |
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|
2020
Q2 | $1.66M | Buy |
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|
2020
Q1 | $1.44M | Sell |
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|
2019
Q4 | $1.86M | Sell |
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|
2019
Q3 | $1.74M | Buy |
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|
2019
Q2 | $38K | Sell |
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|
2019
Q1 | $1.74M | Sell |
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|
2018
Q4 | $1.58M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $49K | Buy |
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|
2018
Q1 | $34K | Buy |
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|
2017
Q4 | $34K | Sell |
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|
2017
Q3 | $47K | Sell |
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|
2017
Q2 | $47K | Buy |
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