Ancora Advisors’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 | $43.7K | Hold |
584
| – | – | ﹤0.01% | 1038 |
|
|
2025
Q1 | $39.7K | Hold |
584
| – | – | ﹤0.01% | 1039 |
|
|
2024
Q4 | $41.7K | Sell |
584
-315
| -35% | -$22.5K | ﹤0.01% | 1022 |
|
|
2024
Q3 | $63K | Hold |
899
| – | – | ﹤0.01% | 913 |
|
|
2024
Q2 | $59.6K | Hold |
899
| – | – | ﹤0.01% | 888 |
|
|
2024
Q1 | $57.7K | Hold |
899
| – | – | ﹤0.01% | 904 |
|
|
2023
Q4 | $52.5K | Hold |
899
| – | – | ﹤0.01% | 902 |
|
|
2023
Q3 | $47.2K | Hold |
899
| – | – | ﹤0.01% | 896 |
|
|
2023
Q2 | $48.9K | Sell |
899
-1,363
| -60% | -$74.2K | ﹤0.01% | 886 |
|
|
2023
Q1 | $114K | Hold |
2,262
| – | – | ﹤0.01% | 731 |
|
|
2022
Q4 | $107K | Buy |
2,262
+1
| +0% | +$47 | ﹤0.01% | 790 |
|
|
2022
Q3 | $100K | Hold |
2,261
| – | – | ﹤0.01% | 870 |
|
|
2022
Q2 | $105K | Hold |
2,261
| – | – | ﹤0.01% | 922 |
|
|
2022
Q1 | $126K | Sell |
2,261
-316
| -12% | -$17.6K | ﹤0.01% | 932 |
|
|
2021
Q4 | $151K | Hold |
2,577
| – | – | ﹤0.01% | 890 |
|
|
2021
Q3 | $137K | Sell |
2,577
-4
| -0.2% | -$213 | ﹤0.01% | 877 |
|
|
2021
Q2 | $137K | Buy |
2,581
+533
| +26% | +$28.3K | ﹤0.01% | 827 |
|
|
2021
Q1 | $101K | Buy |
2,048
+159
| +8% | +$7.84K | ﹤0.01% | 851 |
|
|
2020
Q4 | $87K | Buy |
1,889
+1
| +0.1% | +$46 | ﹤0.01% | 761 |
|
|
2020
Q3 | $77K | Buy |
1,888
+100
| +6% | +$4.08K | ﹤0.01% | 749 |
|
|
2020
Q2 | $68K | Hold |
1,788
| – | – | ﹤0.01% | 754 |
|
|
2020
Q1 | $56K | Hold |
1,788
| – | – | ﹤0.01% | 828 |
|
|
2019
Q4 | $71K | Buy |
+1,788
| New | +$71K | ﹤0.01% | 815 |
|
|
2018
Q4 | – | Sell |
-1,529
| Closed | -$55K | – | 1107 |
|
|
2018
Q3 | $55K | Buy |
+1,529
| New | +$55K | ﹤0.01% | 868 |
|