Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.97K | Hold |
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|
2025
Q2 | $5.54K | Hold |
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|
2025
Q1 | $5.03K | Hold |
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|
2024
Q4 | $5.29K | Hold |
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|
2024
Q3 | $5.18K | Hold |
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|
2024
Q2 | $4.91K | Hold |
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|
2024
Q1 | $4.75K | Hold |
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|
2023
Q4 | $4.33K | Hold |
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|
2023
Q3 | $3.88K | Hold |
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|
2023
Q2 | $4.03K | Hold |
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|
2023
Q1 | $3.73K | Hold |
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|
2022
Q4 | $3.5K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $4K | Sell |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Sell |
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|
2021
Q1 | $11.7K | Buy |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Buy |
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|
2020
Q1 | $0 | Sell |
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|
2019
Q4 | $69K | Buy |
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|
2019
Q3 | $39K | Hold |
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|
2019
Q2 | $39K | Buy |
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