Wiser Wealth Management’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
Q3 | $546K | Sell |
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|
2025
Q2 | $558K | Sell |
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|
2025
Q1 | $547K | Sell |
|
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|
2024
Q4 | $691K | Sell |
|
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|
2024
Q3 | $697K | Sell |
|
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|
2024
Q2 | $672K | Sell |
|
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|
2024
Q1 | $662K | Sell |
|
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|
2023
Q4 | $621K | Sell |
|
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|
2023
Q3 | $2.5M | Sell |
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|
2023
Q2 | $2.67M | Sell |
|
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|
2023
Q1 | $2.52M | Sell |
|
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|
2022
Q4 | $2.5M | Sell |
|
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|
2022
Q3 | $2.33M | Sell |
|
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|
2022
Q2 | $2.47M | Sell |
|
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|
2022
Q1 | $3.05M | Sell |
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|
2021
Q4 | $3.22M | Sell |
|
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|
2021
Q3 | $3.03M | Sell |
|
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|
2021
Q2 | $3.19M | Sell |
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|
2021
Q1 | $3M | Sell |
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|
2020
Q4 | $3.07M | Buy |
|