Plante Moran Financial Advisors’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 | $89.7K | Hold |
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|
2025
Q2 | $83.3K | Hold |
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|
2025
Q1 | $75.6K | Hold |
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|
2024
Q4 | $79.4K | Hold |
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|
2024
Q3 | $77.9K | Hold |
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|
2024
Q2 | $73.8K | Sell |
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|
2024
Q1 | $219K | Sell |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | $121K | Hold |
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|
2023
Q2 | $126K | Hold |
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|
2023
Q1 | $116K | Sell |
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|
2022
Q4 | $115K | Buy |
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|
2022
Q3 | $107K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3K | Buy |
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