Congress Asset Management’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
Q1 | – | Sell |
-8,383
| Closed | -$599K | – | 401 |
|
|
2024
Q4 | $599K | Buy |
+8,383
| New | +$599K | ﹤0.01% | 337 |
|
|
2024
Q1 | – | Sell |
-42,818
| Closed | -$2.5M | – | 375 |
|
|
2023
Q4 | $2.5M | Buy |
42,818
+36,228
| +550% | +$2.12M | 0.02% | 285 |
|
|
2023
Q3 | $346K | Buy |
+6,590
| New | +$346K | ﹤0.01% | 351 |
|
|
2023
Q1 | – | Sell |
-6,785
| Closed | -$321K | – | 386 |
|
|
2022
Q4 | $321K | Buy |
+6,785
| New | +$321K | ﹤0.01% | 360 |
|
|
2020
Q1 | – | Sell |
-8,531
| Closed | -$340K | – | 352 |
|
|
2019
Q4 | $340K | Buy |
+8,531
| New | +$340K | ﹤0.01% | 325 |
|
|
2019
Q1 | – | Sell |
-14,684
| Closed | -$454K | – | 368 |
|
|
2018
Q4 | $454K | Buy |
+14,684
| New | +$454K | 0.01% | 332 |
|