Financial Gravity Asset 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
Q1 | $2.09M | Buy |
+30,717
| New | +$2.09M | 0.46% | 58 |
|
2024
Q2 | $2.26M | Sell |
34,090
-35,605
| -51% | -$2.36M | 0.57% | 45 |
|
2024
Q1 | $4.28M | Sell |
69,695
-727,427
| -91% | -$44.6M | 0.57% | 43 |
|
2023
Q4 | $78.4M | Buy |
797,122
+34,000
| +4% | +$3.35M | 0.83% | 52 |
|
2023
Q3 | $76.5M | Buy |
763,122
+723,548
| +1,828% | +$72.5M | 0.84% | 51 |
|
2023
Q2 | $2.15K | Buy |
39,574
+1,442
| +4% | +$78 | 0.01% | 628 |
|
2023
Q1 | $1.91K | Buy |
38,132
+33,501
| +723% | +$1.68K | 0.06% | 311 |
|
2022
Q4 | $219 | Sell |
4,631
-289
| -6% | -$14 | ﹤0.01% | 924 |
|
2022
Q3 | $217 | Sell |
4,920
-13,755
| -74% | -$607 | 0.01% | 536 |
|
2022
Q2 | $873 | Buy |
18,675
+14,025
| +302% | +$656 | 0.03% | 331 |
|
2022
Q1 | $261 | Sell |
4,650
-2,843
| -38% | -$160 | 0.01% | 528 |
|
2021
Q4 | $401 | Buy |
7,493
+1,793
| +31% | +$96 | 0.01% | 519 |
|
2021
Q3 | $304K | Sell |
5,700
-4,265
| -43% | -$227K | 0.14% | 119 |
|
2021
Q2 | $528K | Buy |
9,965
+2,609
| +35% | +$138K | 0.19% | 80 |
|
2021
Q1 | $362 | Sell |
7,356
-10,900
| -60% | -$536 | 0.01% | 412 |
|
2020
Q4 | $835K | Buy |
+18,256
| New | +$835K | 0.76% | 31 |
|
2020
Q2 | – | Sell |
-1,145
| Closed | -$37 | – | 787 |
|
2020
Q1 | $37 | Buy |
+1,145
| New | +$37 | ﹤0.01% | 983 |
|