Truepoint Inc’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
Q2 | $411K | Hold |
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|
2025
Q1 | $373K | Sell |
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|
2024
Q4 | $397K | Sell |
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|
2024
Q3 | $398K | Buy |
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|
2024
Q2 | $364K | Hold |
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|
2024
Q1 | $352K | Hold |
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|
2023
Q4 | $321K | Hold |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $300K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Buy |
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|
2019
Q3 | $215K | Buy |
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|
2019
Q2 | $202K | Buy |
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