Outlook 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 | $378K | Sell |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $383K | Buy |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $2.43M | Sell |
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|
2023
Q2 | $2.6M | Sell |
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|
2023
Q1 | $2.45M | Buy |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $2.61M | Sell |
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|
2022
Q2 | $2.87M | Sell |
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|
2022
Q1 | $4.47M | Sell |
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|
2021
Q4 | $4.78M | Buy |
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|
2021
Q3 | $3.97M | Sell |
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|
2021
Q2 | $4.06M | Buy |
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|
2021
Q1 | $3.15M | Sell |
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|
2020
Q4 | $3.02M | Buy |
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