Focus Financial Network’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-26,665
| Closed | -$1.56M | – | 740 |
|
2023
Q4 | $1.56M | Buy |
+26,665
| New | +$1.56M | 0.06% | 243 |
|
2022
Q1 | – | Sell |
-37,261
| Closed | -$2.18M | – | 602 |
|
2021
Q4 | $2.18M | Buy |
37,261
+3,653
| +11% | +$214K | 0.32% | 77 |
|
2021
Q3 | $1.78M | Sell |
33,608
-978
| -3% | -$51.8K | 0.24% | 101 |
|
2021
Q2 | $1.83M | Sell |
34,586
-273
| -0.8% | -$14.5K | 0.24% | 104 |
|
2021
Q1 | $1.71M | Buy |
+34,859
| New | +$1.71M | 0.2% | 116 |
|