Sightline Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $243K | Sell |
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|
2025
Q3 | $442K | Sell |
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|
2025
Q2 | $419K | Sell |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $425K | Sell |
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|
2024
Q3 | $436K | Buy |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $376K | Buy |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $224K | Buy |
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