Rockbridge Investment 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 | $74M | Buy |
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|
2025
Q1 | $66.2M | Sell |
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|
2024
Q4 | $71.7M | Sell |
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|
2024
Q3 | $74.2M | Sell |
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|
2024
Q2 | $103M | Buy |
|
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|
2024
Q1 | $97.3M | Buy |
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|
2023
Q4 | $85.7M | Buy |
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|
2023
Q3 | $75M | Buy |
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|
2023
Q2 | $77.1M | Buy |
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|
2023
Q1 | $68.5M | Buy |
|
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|
2022
Q4 | $61M | Buy |
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|
2022
Q3 | $56.1M | Buy |
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|
2022
Q2 | $58.4M | Buy |
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|
2022
Q1 | $65.6M | Buy |
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|
2021
Q4 | $63.7M | Buy |
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|
2021
Q3 | $54.9M | Buy |
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|
2021
Q2 | $51M | Buy |
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|
2021
Q1 | $43.2M | Buy |
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|
2020
Q4 | $37.1M | Buy |
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|
2020
Q3 | $30.6M | Buy |
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|
2020
Q2 | $25.3M | Buy |
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