Atria Wealth Solutions’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 | $1.74M | Sell |
23,194
-1,158
| -5% | -$86.7K | 0.04% | 463 |
|
|
2025
Q1 | $1.66M | Sell |
24,352
-9,983
| -29% | -$679K | 0.02% | 697 |
|
|
2024
Q4 | $2.45M | Buy |
34,335
+2,688
| +8% | +$192K | 0.03% | 569 |
|
|
2024
Q3 | $2.22M | Sell |
31,647
-3,050
| -9% | -$214K | 0.02% | 591 |
|
|
2024
Q2 | $2.3M | Sell |
34,697
-3,733
| -10% | -$248K | 0.03% | 582 |
|
|
2024
Q1 | $2.47M | Sell |
38,430
-11,538
| -23% | -$740K | 0.03% | 569 |
|
|
2023
Q4 | $2.92M | Buy |
49,968
+2,053
| +4% | +$120K | 0.04% | 469 |
|
|
2023
Q3 | $2.52M | Sell |
47,915
-1,724
| -3% | -$90.5K | 0.04% | 489 |
|
|
2023
Q2 | $2.7M | Sell |
49,639
-7,605
| -13% | -$414K | 0.04% | 472 |
|
|
2023
Q1 | $2.89M | Buy |
57,244
+6,418
| +13% | +$324K | 0.04% | 415 |
|
|
2022
Q4 | $2.4M | Sell |
50,826
-948
| -2% | -$44.8K | 0.04% | 446 |
|
|
2022
Q3 | $2.28M | Buy |
51,774
+4,535
| +10% | +$200K | 0.04% | 428 |
|
|
2022
Q2 | $2.2M | Sell |
47,239
-5,208
| -10% | -$242K | 0.04% | 395 |
|
|
2022
Q1 | $2.92M | Buy |
+52,447
| New | +$2.92M | 0.05% | 378 |
|