WealthPlan Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.04M | Buy |
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|
2025
Q4 | $2.09M | Sell |
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|
2025
Q3 | $2.19M | Buy |
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|
2025
Q2 | $2.02M | Buy |
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|
2025
Q1 | $1.81M | Sell |
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|
2024
Q4 | $2.18M | Buy |
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|
2024
Q3 | $635K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q1 | $1.32M | Buy |
|