Bridgewealth Advisory 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 | $18.6M | Buy |
248,644
+217,073
| +688% | +$16.3M | 4.73% | 5 |
|
|
2025
Q1 | $2.15M | Sell |
31,571
-194,726
| -86% | -$13.2M | 2.82% | 11 |
|
|
2024
Q4 | $16.8M | Buy |
226,297
+32,943
| +17% | +$2.45M | 4.75% | 6 |
|
|
2024
Q3 | $13.5M | Buy |
193,354
+13,269
| +7% | +$930K | 4.92% | 5 |
|
|
2024
Q2 | $11.9M | Buy |
180,085
+13,952
| +8% | +$926K | 5.29% | 5 |
|
|
2024
Q1 | $10.7M | Sell |
166,133
-9,445
| -5% | -$606K | 5.22% | 3 |
|
|
2023
Q4 | $10.3M | Sell |
175,578
-5,295
| -3% | -$309K | 7.86% | 2 |
|
|
2023
Q3 | $9.49M | Buy |
180,873
+14,894
| +9% | +$782K | 11.66% | 2 |
|
|
2023
Q2 | $9.04M | Buy |
165,979
+43,355
| +35% | +$2.36M | 14.68% | 1 |
|
|
2023
Q1 | $6.18M | Buy |
122,624
+2,004
| +2% | +$101K | 11.4% | 2 |
|
|
2022
Q4 | $5.7M | Buy |
+120,620
| New | +$5.7M | 11.19% | 2 |
|