Avantax Advisory Services’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 | $697K | Buy |
9,300
+854
| +10% | +$64K | ﹤0.01% | 1386 |
|
|
2025
Q1 | $574K | Buy |
8,446
+1,397
| +20% | +$95K | ﹤0.01% | 1417 |
|
|
2024
Q4 | $503K | Sell |
7,049
-938
| -12% | -$67K | ﹤0.01% | 1439 |
|
|
2024
Q3 | $560K | Buy |
7,987
+878
| +12% | +$61.5K | ﹤0.01% | 1338 |
|
|
2024
Q2 | $472K | Buy |
7,109
+23
| +0.3% | +$1.53K | ﹤0.01% | 1403 |
|
|
2024
Q1 | $455K | Buy |
7,086
+760
| +12% | +$48.8K | ﹤0.01% | 1090 |
|
|
2023
Q4 | $370K | Sell |
6,326
-423
| -6% | -$24.7K | ﹤0.01% | 1131 |
|
|
2023
Q3 | $354K | Buy |
6,749
+853
| +14% | +$44.8K | ﹤0.01% | 1103 |
|
|
2023
Q2 | $321K | Buy |
5,896
+23
| +0.4% | +$1.25K | ﹤0.01% | 1150 |
|
|
2023
Q1 | $296K | Sell |
5,873
-537
| -8% | -$27.1K | ﹤0.01% | 1158 |
|
|
2022
Q4 | $303K | Buy |
6,410
+1,099
| +21% | +$52K | ﹤0.01% | 1100 |
|
|
2022
Q3 | $234K | Buy |
+5,311
| New | +$234K | ﹤0.01% | 1128 |
|