Treasure Coast Financial Planning’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 | $33.7M | Sell |
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|
2025
Q2 | $34M | Sell |
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|
2025
Q1 | $32.3M | Sell |
|
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|
2024
Q4 | $34.3M | Sell |
|
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|
2024
Q3 | $34.5M | Buy |
|
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|
2024
Q2 | $32.5M | Sell |
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|
2024
Q1 | $32.7M | Sell |
|
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|
2023
Q4 | $30.9M | Buy |
|
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|
2023
Q3 | $20.9M | Buy |
|
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|
2023
Q2 | $21.5M | Sell |
|
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|
2023
Q1 | $20.6M | Buy |
|
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|
2022
Q4 | $18.5M | Sell |
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|
2022
Q3 | $18.4M | Buy |
|
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|
2022
Q2 | $19M | Buy |
|
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|
2022
Q1 | $21.1M | Buy |
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|
2021
Q4 | $19.8M | Buy |
|