Donaldson Capital 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
Q2 | $331K | Hold |
4,421
| – | – | 0.01% | 184 |
|
|
2025
Q1 | $301K | Hold |
4,421
| – | – | 0.01% | 192 |
|
|
2024
Q4 | $316K | Hold |
4,421
| – | – | 0.01% | 191 |
|
|
2024
Q3 | $310K | Hold |
4,421
| – | – | 0.01% | 193 |
|
|
2024
Q2 | $293K | Hold |
4,421
| – | – | 0.01% | 193 |
|
|
2024
Q1 | $284K | Hold |
4,421
| – | – | 0.01% | 188 |
|
|
2023
Q4 | $258K | Hold |
4,421
| – | – | 0.01% | 199 |
|
|
2023
Q3 | $232K | Sell |
4,421
-243
| -5% | -$12.8K | 0.01% | 211 |
|
|
2023
Q2 | $254K | Buy |
+4,664
| New | +$254K | 0.01% | 208 |
|