AO
Advisor OS’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
46,394
+1,521
| +3% | +$114K | 0.34% | 42 |
|
|
2025
Q1 | $3.05M | Sell |
44,873
-995
| -2% | -$67.7K | 0.35% | 47 |
|
|
2024
Q4 | $3.28M | Buy |
45,868
+1,769
| +4% | +$126K | 0.38% | 44 |
|
|
2024
Q3 | $3.09M | Buy |
44,099
+93
| +0.2% | +$6.52K | 0.31% | 57 |
|
|
2024
Q2 | $2.92M | Sell |
44,006
-847
| -2% | -$56.2K | 0.32% | 58 |
|
|
2024
Q1 | $2.88M | Buy |
44,853
+187
| +0.4% | +$12K | 0.33% | 56 |
|
|
2023
Q4 | $2.61M | Buy |
44,666
+4,176
| +10% | +$244K | 0.34% | 44 |
|
|
2023
Q3 | $2.13M | Buy |
40,490
+5,383
| +15% | +$283K | 0.32% | 58 |
|
|
2023
Q2 | $1.91M | Buy |
35,107
+25,872
| +280% | +$1.41M | 0.31% | 61 |
|
|
2023
Q1 | $466K | Buy |
+9,235
| New | +$466K | 0.11% | 170 |
|
|
2020
Q3 | – | Sell |
-9,574
| Closed | -$362K | – | 153 |
|
|
2020
Q2 | $362K | Buy |
+9,574
| New | +$362K | 0.22% | 94 |
|