Prestige Wealth Management Group’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 | $202K | Hold |
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|
2025
Q2 | $187K | Hold |
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|
2025
Q1 | $170K | Sell |
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|
2024
Q4 | $191K | Hold |
|
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|
2024
Q3 | $187K | Sell |
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|
2024
Q2 | $183K | Hold |
|
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|
2024
Q1 | $177K | Sell |
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|
2023
Q4 | $170K | Sell |
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|
2023
Q3 | $163K | Sell |
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|
2023
Q2 | $210K | Hold |
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|
2023
Q1 | $195K | Hold |
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|
2022
Q4 | $183K | Sell |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $221K | Hold |
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|
2022
Q1 | $265K | Sell |
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|
2021
Q4 | $302K | Sell |
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|
2021
Q3 | $278K | Sell |
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|
2021
Q2 | $292K | Sell |
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|
2021
Q1 | $292K | Sell |
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|
2020
Q4 | $356K | Sell |
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|
2020
Q3 | $862K | Sell |
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|
2020
Q2 | $875K | Sell |
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|
2020
Q1 | $1.06M | Sell |
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|
2019
Q4 | $1.37M | Hold |
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|
2019
Q3 | $1.26M | Sell |
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|
2019
Q2 | $1.25M | Sell |
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|
2019
Q1 | $1.39M | Sell |
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|
2018
Q4 | $1.31M | Buy |
|