Coppell Advisory Solutions’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 | $743K | Sell |
9,970
-880
| -8% | -$65.6K | 0.09% | 184 |
|
2025
Q1 | $730K | Sell |
10,850
-6,007
| -36% | -$404K | 0.1% | 174 |
|
2024
Q4 | $1.21M | Sell |
16,857
-748
| -4% | -$53.6K | 0.17% | 111 |
|
2024
Q3 | $1.23M | Sell |
17,605
-928
| -5% | -$64.8K | 0.18% | 109 |
|
2024
Q2 | $1.23M | Buy |
+18,533
| New | +$1.23M | 0.2% | 99 |
|
2023
Q4 | $2.08M | Buy |
+35,614
| New | +$2.08M | 0.41% | 53 |
|