Beaumont Financial 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 | $352K | Hold |
4,697
| – | – | 0.03% | 271 |
|
|
2025
Q1 | $319K | Hold |
4,697
| – | – | 0.03% | 277 |
|
|
2024
Q4 | $336K | Hold |
4,697
| – | – | 0.03% | 275 |
|
|
2024
Q3 | $329K | Hold |
4,697
| – | – | 0.03% | 262 |
|
|
2024
Q2 | $312K | Hold |
4,697
| – | – | 0.02% | 270 |
|
|
2024
Q1 | $301K | Hold |
4,697
| – | – | 0.02% | 275 |
|
|
2023
Q4 | $275K | Hold |
4,697
| – | – | 0.03% | 281 |
|
|
2023
Q3 | $247K | Hold |
4,697
| – | – | 0.02% | 278 |
|
|
2023
Q2 | $256K | Hold |
4,697
| – | – | 0.02% | 286 |
|
|
2023
Q1 | $237K | Hold |
4,697
| – | – | 0.02% | 281 |
|
|
2022
Q4 | $222K | Hold |
4,697
| – | – | 0.02% | 293 |
|
|
2022
Q3 | $207K | Hold |
4,697
| – | – | 0.02% | 289 |
|
|
2022
Q2 | $218K | Hold |
4,697
| – | – | 0.02% | 282 |
|
|
2022
Q1 | $261K | Hold |
4,697
| – | – | 0.02% | 303 |
|
|
2021
Q4 | $275K | Hold |
4,697
| – | – | 0.02% | 288 |
|
|
2021
Q3 | $249K | Buy |
+4,697
| New | +$249K | 0.02% | 301 |
|