Valmark Advisers’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 | $205M | Buy |
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|
2025
Q1 | $181M | Buy |
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|
2024
Q4 | $180M | Buy |
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|
2024
Q3 | $169M | Buy |
|
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|
2024
Q2 | $154M | Sell |
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|
2024
Q1 | $151M | Buy |
|
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|
2023
Q4 | $134M | Buy |
|
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|
2023
Q3 | $119M | Buy |
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|
2023
Q2 | $119M | Buy |
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|
2023
Q1 | $104M | Buy |
|
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|
2022
Q4 | $93.1M | Buy |
|
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|
2022
Q3 | $81.9M | Buy |
|
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|
2022
Q2 | $81.8M | Buy |
|
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|
2022
Q1 | $95M | Buy |
|
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|
2021
Q4 | $7.86M | Buy |
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|
2021
Q3 | $6.3M | Sell |
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|
2021
Q2 | $6.31M | Sell |
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|
2021
Q1 | $6.03M | Sell |
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|
2020
Q4 | $5.66M | Sell |
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|
2020
Q3 | $5.08M | Sell |
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|
2020
Q2 | $4.87M | Buy |
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|
2020
Q1 | $3.37M | Buy |
|