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