Sheets Smith 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 | $3.6M | Buy |
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|
2025
Q2 | $3.17M | Buy |
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|
2025
Q1 | $2.86M | Buy |
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|
2024
Q4 | $2.82M | Buy |
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|
2024
Q3 | $2.01M | Sell |
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|
2024
Q2 | $1.91M | Buy |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $1.66M | Sell |
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|
2022
Q4 | $1.56M | Sell |
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|
2022
Q3 | $1.57M | Buy |
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|
2022
Q2 | $1.58M | Buy |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.8M | Sell |
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|
2021
Q3 | $3.89M | Buy |
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|
2021
Q2 | $3.85M | Buy |
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|
2021
Q1 | $2.94M | Buy |
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|
2020
Q4 | $2.41M | Buy |
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|
2020
Q3 | $1.98M | Buy |
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|
2020
Q2 | $1.82M | Buy |
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|
2020
Q1 | $1.48M | Buy |
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