Creative Planning’s 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
Q2 | $222M | Buy |
|
|||||
|
2025
Q1 | $123M | Buy |
|
|||||
|
2024
Q4 | $23.6M | Buy |
|
|||||
|
2024
Q3 | $9.86M | Sell |
|
|||||
|
2024
Q2 | $9.5M | Sell |
|
|||||
|
2024
Q1 | $9.24M | Buy |
|
|||||
|
2023
Q4 | $8.37M | Buy |
|
|||||
|
2023
Q3 | $5.71M | Sell |
|
|||||
|
2023
Q2 | $6.13M | Sell |
|
|||||
|
2023
Q1 | $5.74M | Sell |
|
|||||
|
2022
Q4 | $5.43M | Sell |
|
|||||
|
2022
Q3 | $5.25M | Sell |
|
|||||
|
2022
Q2 | $6.11M | Sell |
|
|||||
|
2022
Q1 | $7.91M | Buy |
|
|||||
|
2021
Q4 | $8M | Sell |
|
|||||
|
2021
Q3 | $8.03M | Sell |
|
|||||
|
2021
Q2 | $9.53M | Buy |
|
|||||
|
2021
Q1 | $8.66M | Buy |
|
|||||
|
2020
Q4 | $2.49M | Buy |
|
|||||
|
2020
Q3 | $2.18M | Sell |
|
|||||
|
2020
Q2 | $2.03M | Sell |
|
|||||
|
2020
Q1 | $1.76M | Sell |
|
|||||
|
2019
Q4 | $3.2M | Sell |
|
|||||
|
2019
Q3 | $4M | Buy |
|
|||||
|
2019
Q2 | $2.24M | Buy |
|
|||||
|
2019
Q1 | $1.87M | Buy |
|
|||||
|
2018
Q4 | $1.57M | Buy |
|
|||||
|
2018
Q3 | $889K | Buy |
|
|||||
|
2018
Q2 | $823K | Buy |
|
|||||
|
2018
Q1 | $543K | Buy |
|
|||||
|
2017
Q4 | $542K | Buy |
|
|||||
|
2017
Q3 | $473K | Hold |
|
|||||
|
2017
Q2 | $455K | Sell |
|
|||||
|
2017
Q1 | $446K | Sell |
|
|||||
|
2016
Q4 | $798K | Hold |
|
|||||
|
2016
Q3 | $772K | Hold |
|
|||||
|
2016
Q2 | $739K | Sell |
|
|||||
|
2016
Q1 | $731K | Hold |
|
|||||
|
2015
Q4 | $728K | Sell |
|
|||||
|
2015
Q3 | $683K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $750K | Buy |
|
|||||
|
2014
Q4 | $570K | Buy |
|
|||||
|
2014
Q3 | $209K | Sell |
|
|||||
|
2014
Q2 | $217K | Hold |
|
|||||
|
2014
Q1 | $206K | Sell |
|
|||||
|
2013
Q4 | $209K | Sell |
|
|||||
|
2013
Q3 | $191K | Hold |
|
|||||
|
2013
Q2 | $181K | Buy |
|