WFA of San Diego’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 | $242K | Buy |
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|
2024
Q3 | $520K | Sell |
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|
2024
Q2 | $511K | Buy |
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|
2023
Q3 | $606K | Sell |
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|
2023
Q2 | $679K | Sell |
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|
2023
Q1 | $793K | Sell |
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|
2022
Q4 | $857K | Sell |
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|
2022
Q3 | $810K | Sell |
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|
2022
Q2 | $917K | Buy |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $991K | Buy |
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|
2021
Q2 | $867K | Buy |
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|
2021
Q1 | $690K | Sell |
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|
2020
Q4 | $46 | Sell |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $1.22M | Buy |
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