Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.49M | Buy |
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|
2023
Q3 | $2.2M | Buy |
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|
2023
Q2 | $2.16M | Buy |
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|
2023
Q1 | $572K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $334K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $18.8M | Buy |
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|
2020
Q3 | $641K | Sell |
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|
2020
Q2 | $3.96M | Buy |
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|
2020
Q1 | $388K | Sell |
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|
2019
Q4 | $5.39M | Buy |
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|
2019
Q3 | $1.94M | Buy |
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