Winthrop Advisory Group’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 | $38.1M | Sell |
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|
2025
Q2 | $36M | Buy |
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|
2025
Q1 | $28.9M | Sell |
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|
2024
Q4 | $32.5M | Sell |
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|
2024
Q3 | $32.1M | Buy |
|
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|
2024
Q2 | $2.39M | Hold |
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|
2024
Q1 | $2.39M | Sell |
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|
2023
Q4 | $27.1M | Sell |
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|
2023
Q3 | $24.6M | Buy |
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|
2023
Q2 | $25.5M | Buy |
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|
2023
Q1 | $23.4M | Buy |
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|
2022
Q4 | $21.4M | Buy |
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|
2022
Q3 | $18.6M | Buy |
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|
2022
Q2 | $15.6M | Buy |
|
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|
2022
Q1 | $14.9M | Buy |
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|
2021
Q4 | $14.3M | Sell |
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|
2021
Q3 | $13.1M | Sell |
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|
2021
Q2 | $13.2M | Sell |
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|
2021
Q1 | $12.4M | Sell |
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|
2020
Q4 | $11.8M | Sell |
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|
2020
Q3 | $10.7M | Sell |
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|
2020
Q2 | $10.2M | Buy |
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|
2020
Q1 | $8.46M | Buy |
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