Advyzon Investment Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
14,360
-493
-3% -$36.9K 0.24% 93
2025
Q1
$1.01M Buy
14,853
+8,920
+150% +$607K 0.36% 56
2024
Q4
$424K Buy
+5,933
New +$424K 0.16% 116