Perigon 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
Q3 | $1.87M | Sell |
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|
2025
Q2 | $1.74M | Sell |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $1.75M | Buy |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $804K | Buy |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | $405K | Buy |
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|
2022
Q3 | $268K | Hold |
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|
2022
Q2 | $283K | Hold |
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|
2022
Q1 | $338K | Buy |
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|
2021
Q4 | $352K | Hold |
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|
2021
Q3 | $319K | Hold |
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|
2021
Q2 | $319K | Sell |
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|
2021
Q1 | $298K | Hold |
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|
2020
Q4 | $279K | Hold |
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|
2020
Q3 | $248K | Buy |
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|
2020
Q2 | $217K | Buy |
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