Partnership Wealth Management’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
$425K Buy
2025
Q2
$390K Buy
2025
Q1
$315K Sell
2024
Q4
$347K Sell
2024
Q3
$340K Buy
2024
Q2
$302K Sell
2024
Q1
$453K Buy
2023
Q4
$415K Buy