Fingerlakes Wealth 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 | $2.29M | Sell |
30,612
-436
| -1% | -$32.7K | 1.71% | 20 |
|
|
2025
Q1 | $2.11M | Sell |
31,048
-976
| -3% | -$66.4K | 1.8% | 19 |
|
|
2024
Q4 | $2.29M | Sell |
32,024
-1,224
| -4% | -$87.4K | 1.85% | 18 |
|
|
2024
Q3 | $2.33M | Sell |
33,248
-899
| -3% | -$63K | 1.94% | 16 |
|
|
2024
Q2 | $2.27M | Sell |
34,147
-694
| -2% | -$46K | 2.03% | 15 |
|
|
2024
Q1 | $2.24M | Sell |
34,841
-219
| -0.6% | -$14K | 2.16% | 13 |
|
|
2023
Q4 | $2.05M | Buy |
35,060
+180
| +0.5% | +$10.5K | 2.2% | 12 |
|
|
2023
Q3 | $1.83M | Sell |
34,880
-269
| -0.8% | -$14.1K | 2.24% | 11 |
|
|
2023
Q2 | $1.91M | Sell |
35,149
-372
| -1% | -$20.3K | 2.19% | 10 |
|
|
2023
Q1 | $1.79M | Sell |
35,521
-974
| -3% | -$49.1K | 2.23% | 11 |
|
|
2022
Q4 | $1.73M | Sell |
36,495
-1,128
| -3% | -$53.3K | 2.37% | 10 |
|
|
2022
Q3 | $1.66M | Buy |
37,623
+550
| +1% | +$24.3K | 2.42% | 8 |
|
|
2022
Q2 | $1.72M | Buy |
37,073
+751
| +2% | +$34.9K | 2.36% | 9 |
|
|
2022
Q1 | $2.02M | Buy |
36,322
+465
| +1% | +$25.8K | 2.36% | 9 |
|
|
2021
Q4 | $2.1M | Buy |
+35,857
| New | +$2.1M | 2.36% | 9 |
|