Cerity Partners’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 | $52.3M | Buy |
698,419
+90,823
| +15% | +$6.8M | 0.09% | 189 |
|
|
2025
Q1 | $41.3M | Sell |
607,596
-2,224
| -0.4% | -$151K | 0.08% | 208 |
|
|
2024
Q4 | $43.6M | Buy |
609,820
+21,294
| +4% | +$1.52M | 0.09% | 183 |
|
|
2024
Q3 | $41.2M | Buy |
588,526
+177
| +0% | +$12.4K | 0.09% | 196 |
|
|
2024
Q2 | $39M | Sell |
588,349
-9,480
| -2% | -$629K | 0.1% | 183 |
|
|
2024
Q1 | $38.4M | Sell |
597,829
-2,036
| -0.3% | -$131K | 0.1% | 190 |
|
|
2023
Q4 | $35.1M | Buy |
599,865
+12,975
| +2% | +$758K | 0.12% | 169 |
|
|
2023
Q3 | $30.8M | Buy |
586,890
+402,024
| +217% | +$21.1M | 0.15% | 146 |
|
|
2023
Q2 | $10.1M | Buy |
184,866
+179,923
| +3,640% | +$9.79M | 0.04% | 344 |
|
|
2023
Q1 | $249K | Hold |
4,943
| – | – | ﹤0.01% | 1625 |
|
|
2022
Q4 | $234K | Hold |
4,943
| – | – | ﹤0.01% | 1250 |
|
|
2022
Q3 | $218K | Sell |
4,943
-665
| -12% | -$29.3K | ﹤0.01% | 1024 |
|
|
2022
Q2 | $261K | Hold |
5,608
| – | – | ﹤0.01% | 965 |
|
|
2022
Q1 | $312K | Buy |
+5,608
| New | +$312K | ﹤0.01% | 715 |
|