Altus Wealth Group’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
$2.65M Sell
35,357
-1,076
-3% -$80.6K 1.17% 15
2025
Q1
$2.48M Sell
36,433
-1,351
-4% -$91.9K 1.16% 15
2024
Q4
$2.7M Sell
37,784
-742
-2% -$53K 1.19% 20
2024
Q3
$2.7M Sell
38,526
-1,505
-4% -$105K 1.15% 18
2024
Q2
$2.66M Sell
40,031
-407
-1% -$27K 1.33% 16
2024
Q1
$2.59M Buy
+40,438
New +$2.59M 1.3% 19