Pinnacle Wealth Management Group’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 | $463K | Buy |
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|
2025
Q2 | $430K | Buy |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $466K | Buy |
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|
2024
Q3 | $448K | Sell |
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|
2024
Q2 | $434K | Hold |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $399K | Hold |
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|
2023
Q3 | $358K | Hold |
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|
2023
Q2 | $372K | Sell |
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|
2023
Q1 | $522K | Sell |
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|
2022
Q4 | $538K | Hold |
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|
2022
Q3 | $502K | Sell |
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|
2022
Q2 | $541K | Hold |
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|
2022
Q1 | $646K | Buy |
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|
2021
Q4 | $672K | Buy |
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|
2021
Q3 | $598K | Sell |
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|
2021
Q2 | $794K | Buy |
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