CIA
Concurrent Investment Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
4,405
-59
| -1% | -$4.42K | 0.01% | 1013 |
|
|
2025
Q1 | $304K | Buy |
4,464
+1,066
| +31% | +$72.5K | 0.01% | 915 |
|
|
2024
Q4 | $243K | Buy |
3,398
+232
| +7% | +$16.6K | 0.01% | 903 |
|
|
2024
Q3 | $222K | Buy |
+3,166
| New | +$222K | 0.01% | 890 |
|
|
2024
Q1 | – | Sell |
-20,274
| Closed | -$1.19M | – | 928 |
|
|
2023
Q4 | $1.19M | Buy |
+20,274
| New | +$1.19M | 0.06% | 302 |
|