Penobscot Wealth Management’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
$1.05M Sell
2025
Q1
$974K Buy
2024
Q4
$998K Sell
2024
Q3
$983K Buy
2024
Q2
$932K Sell
2024
Q1
$888K Sell
2023
Q4
$810K Buy
2023
Q3
$725K Buy
2023
Q2
$749K Buy
2023
Q1
$691K Sell
2022
Q4
$648K Sell
2022
Q3
$683K Hold
2022
Q2
$719K Sell
2022
Q1
$870K Sell
2021
Q4
$918K Buy
2021
Q3
$829K Sell
2021
Q2
$834K Buy