Prentice 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 | $983K | Sell |
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|
2025
Q2 | $918K | Hold |
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|
2025
Q1 | $833K | Sell |
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|
2024
Q4 | $953K | Hold |
|
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|
2024
Q3 | $934K | Sell |
|
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|
2024
Q2 | $899K | Sell |
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|
2024
Q1 | $883K | Sell |
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|
2023
Q4 | $808K | Hold |
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|
2023
Q3 | $726K | Sell |
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|
2023
Q2 | $755K | Sell |
|
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|
2023
Q1 | $963K | Sell |
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|
2022
Q4 | $1,000K | Buy |
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|
2022
Q3 | $876K | Sell |
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|
2022
Q2 | $995K | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.38M | Sell |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.24M | Buy |
|