WJ Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $333K | Sell |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $334K | Hold |
|
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|
2024
Q3 | $327K | Hold |
|
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|
2024
Q2 | $310K | Sell |
|
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|
2024
Q1 | $300K | Hold |
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|
2023
Q4 | $273K | Buy |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $323K | Buy |
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