Capital Investment Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $751K | Buy |
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|
2025
Q2 | $346K | Buy |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $376K | Sell |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $386K | Sell |
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|
2024
Q1 | $382K | Buy |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $254K | Sell |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $274K | Hold |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $345K | Sell |
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|
2021
Q3 | $319K | Hold |
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|
2021
Q2 | $318K | Sell |
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|
2021
Q1 | $306K | Buy |
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|
2020
Q4 | $284K | Hold |
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|
2020
Q3 | $252K | Hold |
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|
2020
Q2 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Sell |
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|
2019
Q3 | $224K | Sell |
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|
2019
Q2 | $243K | Hold |
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|
2019
Q1 | $234K | Sell |
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|
2018
Q4 | $210K | Sell |
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|
2018
Q3 | $254K | Hold |
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|
2018
Q2 | $238K | Hold |
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|
2018
Q1 | $230K | Hold |
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|
2017
Q4 | $233K | Hold |
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|
2017
Q3 | $219K | Sell |
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|
2017
Q2 | $245K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $229K | Sell |
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|
2016
Q3 | $243K | Sell |
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|
2016
Q2 | $249K | Hold |
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|
2016
Q1 | $245K | Hold |
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|
2015
Q4 | $244K | Sell |
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|
2015
Q3 | $229K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $251K | Hold |
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|
2014
Q4 | $250K | Hold |
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|
2014
Q3 | $238K | Hold |
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|
2014
Q2 | $238K | Sell |
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|
2014
Q1 | $251K | Hold |
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|
2013
Q4 | $248K | Buy |
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