Bleakley Financial Group’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 | $1.2M | Buy |
15,979
+2,068
| +15% | +$155K | 0.03% | 365 |
|
|
2025
Q1 | $946K | Buy |
13,911
+2,503
| +22% | +$170K | 0.03% | 341 |
|
|
2024
Q4 | $815K | Buy |
11,408
+178
| +2% | +$12.7K | 0.02% | 471 |
|
|
2024
Q3 | $787K | Sell |
11,230
-12,064
| -52% | -$845K | 0.02% | 461 |
|
|
2024
Q2 | $1.55M | Sell |
23,294
-591
| -2% | -$39.2K | 0.04% | 319 |
|
|
2024
Q1 | $1.53M | Buy |
23,885
+27
| +0.1% | +$1.73K | 0.04% | 341 |
|
|
2023
Q4 | $1.39M | Sell |
23,858
-105
| -0.4% | -$6.14K | 0.04% | 336 |
|
|
2023
Q3 | $1.26M | Sell |
23,963
-714
| -3% | -$37.5K | 0.04% | 342 |
|
|
2023
Q2 | $1.34M | Buy |
+24,677
| New | +$1.34M | 0.04% | 341 |
|