AC
AIFG Consultants’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 | $730K | Sell |
9,750
-38,565
| -80% | -$2.89M | 1.42% | 21 |
|
|
2025
Q1 | $3.29M | Sell |
48,315
-4,153
| -8% | -$282K | 5.41% | 4 |
|
|
2024
Q4 | $3.75M | Sell |
52,468
-123,406
| -70% | -$8.81M | 6.11% | 3 |
|
|
2024
Q3 | $12.3M | Sell |
175,874
-19,838
| -10% | -$1.39M | 9.36% | 2 |
|
|
2024
Q2 | $13M | Sell |
195,712
-19,367
| -9% | -$1.29M | 9.65% | 2 |
|
|
2024
Q1 | $13.8M | Buy |
215,079
+3,301
| +2% | +$212K | 9.94% | 1 |
|
|
2023
Q4 | $12.4M | Buy |
211,778
+26,808
| +14% | +$1.57M | 9.42% | 4 |
|
|
2023
Q3 | $9.71M | Sell |
184,970
-2,323
| -1% | -$122K | 8.05% | 7 |
|
|
2023
Q2 | $10.2M | Buy |
187,293
+1,078
| +0.6% | +$58.7K | 8.18% | 6 |
|
|
2023
Q1 | $9.39M | Buy |
186,215
+1,889
| +1% | +$95.3K | 7.95% | 6 |
|
|
2022
Q4 | $8.72M | Buy |
+184,326
| New | +$8.72M | 8.49% | 2 |
|