Brighton Jones LLC’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
$486K Buy
6,483
+20
+0.3% +$1.5K 0.01% 546
2025
Q1
$440K Buy
6,463
+20
+0.3% +$1.36K 0.01% 424
2024
Q4
$460K Buy
6,443
+22
+0.3% +$1.57K 0.01% 416
2024
Q3
$450K Sell
6,421
-356
-5% -$24.9K 0.02% 339
2024
Q2
$450K Buy
6,777
+24
+0.4% +$1.59K 0.01% 375
2024
Q1
$433K Buy
6,753
+22
+0.3% +$1.41K 0.02% 377
2023
Q4
$393K Buy
6,731
+27
+0.4% +$1.58K 0.02% 382
2023
Q3
$352K Buy
6,704
+25
+0.4% +$1.31K 0.02% 365
2023
Q2
$364K Sell
6,679
-1,261
-16% -$68.7K 0.02% 359
2023
Q1
$400K Buy
7,940
+1,323
+20% +$66.7K 0.02% 325
2022
Q4
$313K Buy
6,617
+29
+0.4% +$1.37K 0.02% 328
2022
Q3
$291K Sell
6,588
-1,359
-17% -$60K 0.02% 341
2022
Q2
$369K Buy
7,947
+37
+0.5% +$1.72K 0.02% 304
2022
Q1
$440K Buy
7,910
+454
+6% +$25.3K 0.02% 300
2021
Q4
$436K Buy
7,456
+1,415
+23% +$82.7K 0.02% 305
2021
Q3
$320K Buy
6,041
+157
+3% +$8.32K 0.02% 354
2021
Q2
$312K Buy
5,884
+5
+0.1% +$265 0.02% 344
2021
Q1
$289K Sell
5,879
-5,303
-47% -$261K 0.02% 319
2020
Q4
$515K Buy
+11,182
New +$515K 0.03% 212
2020
Q3
Sell
-15,612
Closed -$590K 354
2020
Q2
$590K Sell
15,612
-6,795
-30% -$257K 0.05% 156
2020
Q1
$705K Sell
22,407
-667
-3% -$21K 0.07% 123
2019
Q4
$920K Sell
23,074
-8
-0% -$319 0.1% 123
2019
Q3
$848K Buy
23,082
+6,978
+43% +$256K 0.1% 116
2019
Q2
$587K Buy
16,104
+1,106
+7% +$40.3K 0.07% 153
2019
Q1
$528K Sell
14,998
-2,324
-13% -$81.8K 0.06% 165
2018
Q4
$535K Buy
+17,322
New +$535K 0.08% 135