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 |
|