Sanctuary Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $456K | Sell |
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|
2024
Q3 | $472K | Hold |
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|
2024
Q2 | $447K | Sell |
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|
2024
Q1 | $486K | Sell |
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|
2023
Q4 | $473K | Sell |
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|
2023
Q3 | $481K | Sell |
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|
2023
Q2 | $521K | Buy |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $558K | Sell |
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|
2022
Q2 | $589K | Hold |
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|
2022
Q1 | $704K | Sell |
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|
2021
Q4 | $803K | Sell |
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|
2021
Q3 | $808K | Sell |
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|
2021
Q2 | $920K | Sell |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $929K | Sell |
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|
2019
Q4 | $2.58M | Sell |
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|
2019
Q3 | $2.6M | Sell |
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|
2019
Q2 | $3.36M | Sell |
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|
2019
Q1 | $11.9M | Hold |
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|
2018
Q4 | $11.9M | Sell |
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|
2018
Q3 | $14M | Buy |
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|
2018
Q2 | $2.61M | Buy |
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|
2018
Q1 | $711K | Buy |
|