Van Hulzen Asset 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
Q1
Sell
2024
Q4
$63.8K Buy
2023
Q4
Sell
2023
Q3
$221K Hold
2023
Q2
$229K Hold
2023
Q1
$213K Buy
2022
Q2
Sell
2022
Q1
$236K Hold
2021
Q4
$249K Buy
2021
Q1
Sell
2020
Q4
$333K Hold
2020
Q3
$295K Hold
2020
Q2
$273K Sell
2020
Q1
$262K Sell
2019
Q4
$498K Sell
2019
Q3
$482K Buy
2019
Q2
$385K Buy