Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.68M | Sell |
40,396
-443
| -1% | -$29.4K | 0.03% | 205 |
|
|
2024
Q1 | $2.62M | Sell |
40,839
-469
| -1% | -$30.1K | 0.03% | 211 |
|
|
2023
Q4 | $2.41M | Buy |
41,308
+1
| +0% | +$58 | 0.03% | 212 |
|
|
2023
Q3 | $2.17M | Buy |
41,307
+2
| +0% | +$105 | 0.03% | 209 |
|
|
2023
Q2 | $2.25M | Buy |
41,305
+734
| +2% | +$40K | 0.03% | 210 |
|
|
2023
Q1 | $1.92M | Hold |
40,571
| – | – | 0.03% | 186 |
|
|
2022
Q4 | $1.92M | Buy |
40,571
+5,298
| +15% | +$251K | 0.03% | 186 |
|
|
2022
Q3 | $1.56M | Buy |
35,273
+4,325
| +14% | +$191K | 0.03% | 199 |
|
|
2022
Q2 | $1.44M | Buy |
30,948
+24,405
| +373% | +$1.13M | 0.03% | 216 |
|
|
2022
Q1 | $364K | Sell |
6,543
-48
| -0.7% | -$2.67K | 0.01% | 425 |
|
|
2021
Q4 | $385K | Sell |
6,591
-10,206
| -61% | -$596K | 0.01% | 414 |
|
|
2021
Q3 | $890K | Buy |
16,797
+9,455
| +129% | +$501K | 0.02% | 268 |
|
|
2021
Q2 | $389K | Buy |
7,342
+793
| +12% | +$42K | 0.01% | 413 |
|
|
2021
Q1 | $322K | Sell |
6,549
-3,513
| -35% | -$173K | 0.02% | 420 |
|
|
2020
Q4 | $464K | Buy |
10,062
+449
| +5% | +$20.7K | 0.02% | 329 |
|
|
2020
Q3 | $393K | Sell |
9,613
-12,305
| -56% | -$503K | 0.03% | 307 |
|
|
2020
Q2 | $828K | Sell |
21,918
-30,457
| -58% | -$1.15M | 0.08% | 164 |
|
|
2020
Q1 | $1.65M | Buy |
+52,375
| New | +$1.65M | 0.16% | 108 |
|