Atria Investments’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 | $7.41M | Sell |
98,980
-9,448
| -9% | -$708K | 0.09% | 266 |
|
|
2025
Q1 | $7.37M | Buy |
108,428
+3,363
| +3% | +$229K | 0.09% | 249 |
|
|
2024
Q4 | $7.5M | Buy |
105,065
+22,621
| +27% | +$1.62M | 0.09% | 245 |
|
|
2024
Q3 | $5.78M | Buy |
82,444
+38,677
| +88% | +$2.71M | 0.07% | 314 |
|
|
2024
Q2 | $2.9M | Sell |
43,767
-333
| -0.8% | -$22.1K | 0.04% | 514 |
|
|
2024
Q1 | $2.83M | Sell |
44,100
-51,546
| -54% | -$3.31M | 0.04% | 525 |
|
|
2023
Q4 | $5.59M | Buy |
95,646
+713
| +0.8% | +$41.7K | 0.09% | 269 |
|
|
2023
Q3 | $4.98M | Sell |
94,933
-1,488
| -2% | -$78.1K | 0.09% | 286 |
|
|
2023
Q2 | $5.25M | Buy |
96,421
+50
| +0.1% | +$2.72K | 0.09% | 254 |
|
|
2023
Q1 | $4.86M | Buy |
96,371
+48,154
| +100% | +$2.43M | 0.09% | 271 |
|
|
2022
Q4 | $2.28M | Sell |
48,217
-54,618
| -53% | -$2.58M | 0.05% | 467 |
|
|
2022
Q3 | $4.54M | Buy |
102,835
+19,566
| +23% | +$863K | 0.1% | 247 |
|
|
2022
Q2 | $3.87M | Sell |
83,269
-20,255
| -20% | -$941K | 0.08% | 303 |
|
|
2022
Q1 | $5.75M | Buy |
103,524
+7,287
| +8% | +$405K | 0.1% | 239 |
|
|
2021
Q4 | $5.63M | Buy |
96,237
+13,932
| +17% | +$814K | 0.1% | 251 |
|
|
2021
Q3 | $4.36M | Buy |
82,305
+4,196
| +5% | +$222K | 0.08% | 298 |
|
|
2021
Q2 | $4.14M | Buy |
78,109
+18,489
| +31% | +$979K | 0.08% | 277 |
|
|
2021
Q1 | $2.93M | Buy |
59,620
+641
| +1% | +$31.5K | 0.06% | 348 |
|
|
2020
Q4 | $2.72M | Buy |
+58,979
| New | +$2.72M | 0.07% | 326 |
|