Wade Financial Advisory’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
Q1 | $2.08M | Buy |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $2.15M | Sell |
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|
2024
Q2 | $2.06M | Buy |
|
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|
2024
Q1 | $1.99M | Sell |
|
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|
2023
Q4 | $1.83M | Sell |
|
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|
2023
Q3 | $1.66M | Sell |
|
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|
2023
Q2 | $1.72M | Buy |
|
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|
2023
Q1 | $1.6M | Sell |
|
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|
2022
Q4 | $1.5M | Sell |
|
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|
2022
Q3 | $1.4M | Sell |
|
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|
2022
Q2 | $1.49M | Sell |
|
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|
2022
Q1 | $1.78M | Buy |
|
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|
2021
Q4 | $1.23M | Sell |
|
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $1.09M | Sell |
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|
2020
Q3 | $977K | Buy |
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|
2020
Q2 | $893K | Buy |
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|
2020
Q1 | $625K | Buy |
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|
2019
Q4 | $792K | Buy |
|