Evensky & Katz’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 | $11.4M | Buy |
152,444
+10,456
| +7% | +$783K | 0.7% | 23 |
|
|
2025
Q1 | $9.66M | Sell |
141,988
-4,877
| -3% | -$332K | 0.65% | 21 |
|
|
2024
Q4 | $10.5M | Sell |
146,865
-5,110
| -3% | -$365K | 0.69% | 21 |
|
|
2024
Q3 | $10.6M | Sell |
151,975
-3,702
| -2% | -$259K | 0.69% | 20 |
|
|
2024
Q2 | $10.3M | Sell |
155,677
-6,799
| -4% | -$451K | 0.72% | 20 |
|
|
2024
Q1 | $10.4M | Sell |
162,476
-5,822
| -3% | -$373K | 0.74% | 21 |
|
|
2023
Q4 | $9.84M | Sell |
168,298
-1,908
| -1% | -$112K | 0.74% | 21 |
|
|
2023
Q3 | $8.93M | Sell |
170,206
-10,655
| -6% | -$559K | 0.76% | 20 |
|
|
2023
Q2 | $9.85M | Sell |
180,861
-6,674
| -4% | -$363K | 0.75% | 21 |
|
|
2023
Q1 | $9.46M | Sell |
187,535
-8,909
| -5% | -$449K | 0.76% | 21 |
|
|
2022
Q4 | $9.29M | Buy |
196,444
+800
| +0.4% | +$37.8K | 0.84% | 22 |
|
|
2022
Q3 | $8.63M | Sell |
195,644
-2,517
| -1% | -$111K | 1.02% | 19 |
|
|
2022
Q2 | $9.21M | Sell |
198,161
-277
| -0.1% | -$12.9K | 1.05% | 18 |
|
|
2022
Q1 | $11M | Sell |
198,438
-1,662
| -0.8% | -$92.4K | 1.09% | 21 |
|
|
2021
Q4 | $11.7M | Sell |
200,100
-11,708
| -6% | -$684K | 1.13% | 20 |
|
|
2021
Q3 | $11.2M | Sell |
211,808
-12,718
| -6% | -$674K | 1.17% | 19 |
|
|
2021
Q2 | $11.9M | Sell |
224,526
-4,441
| -2% | -$235K | 1.21% | 18 |
|
|
2021
Q1 | $11.3M | Sell |
228,967
-25,166
| -10% | -$1.24M | 1.25% | 18 |
|
|
2020
Q4 | $11.7M | Sell |
254,133
-9,327
| -4% | -$430K | 1.45% | 15 |
|
|
2020
Q3 | $10.8M | Sell |
263,460
-11,029
| -4% | -$451K | 1.46% | 17 |
|
|
2020
Q2 | $10.4M | Sell |
274,489
-4,606
| -2% | -$174K | 1.5% | 17 |
|
|
2020
Q1 | $8.78M | Buy |
279,095
+36,028
| +15% | +$1.13M | 1.38% | 17 |
|
|
2019
Q4 | $9.69M | Buy |
243,067
+14,775
| +6% | +$589K | 1.35% | 15 |
|
|
2019
Q3 | $8.39M | Buy |
228,292
+49,791
| +28% | +$1.83M | 1.15% | 17 |
|
|
2019
Q2 | $6.51M | Buy |
178,501
+46,395
| +35% | +$1.69M | 0.9% | 22 |
|
|
2019
Q1 | $4.65M | Buy |
132,106
+23,865
| +22% | +$839K | 0.65% | 23 |
|
|
2018
Q4 | $3.35M | Buy |
108,241
+43,505
| +67% | +$1.34M | 0.56% | 23 |
|
|
2018
Q3 | $2.34M | Buy |
64,736
+21,639
| +50% | +$783K | 0.35% | 21 |
|
|
2018
Q2 | $1.46M | Buy |
43,097
+14,834
| +52% | +$504K | 0.26% | 25 |
|
|
2018
Q1 | $927K | Buy |
+28,263
| New | +$927K | 0.16% | 31 |
|