Rockwood 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
$548K Sell
2025
Q2
$523K Sell
2025
Q1
$491K Buy
2024
Q4
$413K Hold
2024
Q3
$404K Hold
2024
Q2
$382K Sell
2024
Q1
$389K Sell
2023
Q4
$425K Sell
2023
Q3
$407K Sell
2023
Q2
$569K Sell
2023
Q1
$543K Sell
2022
Q4
$529K Sell
2022
Q3
$510K Buy
2022
Q2
$536K Sell
2022
Q1
$880K Sell
2021
Q4
$1.11M Buy