Robertson Stephens 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
Q2 | $654K | Hold |
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|
2025
Q1 | $594K | Hold |
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|
2024
Q4 | $624K | Hold |
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|
2024
Q3 | $612K | Hold |
|
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|
2024
Q2 | $579K | Hold |
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|
2024
Q1 | $560K | Hold |
|
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|
2023
Q4 | $510K | Hold |
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|
2023
Q3 | $458K | Hold |
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|
2023
Q2 | $475K | Hold |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $418K | Hold |
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|
2022
Q3 | $389K | Hold |
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|
2022
Q2 | $410K | Hold |
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|
2022
Q1 | $490K | Hold |
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|
2021
Q4 | $516K | Buy |
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|
2021
Q3 | $462K | Hold |
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|
2021
Q2 | $462K | Hold |
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|
2021
Q1 | $429K | Hold |
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|
2020
Q4 | $402K | Hold |
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|
2020
Q3 | $356K | Hold |
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|
2020
Q2 | $329K | Hold |
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|
2020
Q1 | $275K | Buy |
|