Envestnet Portfolio 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 | $460K | Sell |
6,141
-2,859
| -32% | -$214K | ﹤0.01% | 1134 |
|
|
2025
Q1 | $612K | Sell |
9,000
-1,193
| -12% | -$81.1K | ﹤0.01% | 970 |
|
|
2024
Q4 | $728K | Buy |
10,193
+1,589
| +18% | +$114K | ﹤0.01% | 1063 |
|
|
2024
Q3 | $603K | Buy |
8,604
+510
| +6% | +$35.7K | ﹤0.01% | 1100 |
|
|
2024
Q2 | $537K | Sell |
8,094
-834
| -9% | -$55.3K | ﹤0.01% | 1109 |
|
|
2024
Q1 | $573K | Sell |
8,928
-2,505
| -22% | -$161K | ﹤0.01% | 1061 |
|
|
2023
Q4 | $668K | Sell |
11,433
-674
| -6% | -$39.4K | ﹤0.01% | 927 |
|
|
2023
Q3 | $636K | Buy |
+12,107
| New | +$636K | ﹤0.01% | 895 |
|