Twelve Points Wealth Management’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 | $594K | Sell |
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|
2025
Q1 | $546K | Hold |
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|
2024
Q4 | $573K | Sell |
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|
2024
Q3 | $624K | Sell |
|
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|
2024
Q2 | $607K | Sell |
|
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|
2024
Q1 | $624K | Buy |
|
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|
2023
Q4 | $539K | Sell |
|
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|
2023
Q3 | $485K | Sell |
|
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|
2023
Q2 | $516K | Hold |
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|
2023
Q1 | $478K | Hold |
|
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|
2022
Q4 | $448K | Hold |
|
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|
2022
Q3 | $418K | Hold |
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|
2022
Q2 | $440K | Hold |
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|
2022
Q1 | $527K | Sell |
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|
2021
Q4 | $625K | Buy |
|