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