Wealthquest’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
Q3 | $89.1M | Sell |
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|
2025
Q2 | $82.8M | Buy |
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|
2025
Q1 | $73.8M | Sell |
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|
2024
Q4 | $79.5M | Buy |
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|
2024
Q3 | $76.5M | Buy |
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|
2024
Q2 | $69.3M | Buy |
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|
2024
Q1 | $63M | Buy |
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|
2023
Q4 | $54.9M | Buy |
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|
2023
Q3 | $46.8M | Buy |
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|
2023
Q2 | $45M | Buy |
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|
2023
Q1 | $33.6M | Buy |
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|
2022
Q4 | $23.1M | Buy |
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|
2022
Q3 | $11.9M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $371K | Buy |
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|
2019
Q4 | $1.17M | Sell |
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|
2019
Q3 | $1.42M | Buy |
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|
2019
Q2 | $920K | Buy |
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