Richard W. Paul & Associates’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
Q2 | $166K | Hold |
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|
2025
Q1 | $150K | Hold |
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|
2024
Q4 | $158K | Hold |
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|
2024
Q3 | $155K | Sell |
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|
2024
Q2 | $168K | Hold |
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|
2024
Q1 | $162K | Hold |
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|
2023
Q4 | $148K | Hold |
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|
2023
Q3 | $133K | Sell |
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|
2023
Q2 | $3.73M | Sell |
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|
2023
Q1 | $3.57M | Buy |
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|
2022
Q4 | $1.82M | Buy |
|