Gladstone Institutional Advisory’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 | $477K | Sell |
6,363
-546
| -8% | -$40.9K | 0.02% | 507 |
|
|
2025
Q1 | $470K | Sell |
6,909
-286
| -4% | -$19.5K | 0.02% | 483 |
|
|
2024
Q4 | $514K | Buy |
7,195
+775
| +12% | +$55.4K | 0.02% | 467 |
|
|
2024
Q3 | $450K | Buy |
6,420
+789
| +14% | +$55.3K | 0.02% | 480 |
|
|
2024
Q2 | $374K | Sell |
5,631
-505
| -8% | -$33.5K | 0.02% | 487 |
|
|
2024
Q1 | $394K | Sell |
6,136
-776
| -11% | -$49.8K | 0.02% | 470 |
|
|
2023
Q4 | $404K | Sell |
6,912
-1,010
| -13% | -$59K | 0.02% | 458 |
|
|
2023
Q3 | $416K | Sell |
7,922
-376
| -5% | -$19.7K | 0.03% | 419 |
|
|
2023
Q2 | $452K | Sell |
8,298
-205
| -2% | -$11.2K | 0.03% | 421 |
|
|
2023
Q1 | $429K | Buy |
8,503
+833
| +11% | +$42K | 0.03% | 442 |
|
|
2022
Q4 | $363K | Buy |
7,670
+276
| +4% | +$13.1K | 0.03% | 461 |
|
|
2022
Q3 | $326K | Buy |
7,394
+764
| +12% | +$33.7K | 0.03% | 476 |
|
|
2022
Q2 | $308K | Buy |
6,630
+1,631
| +33% | +$75.8K | 0.02% | 500 |
|
|
2022
Q1 | $278K | Buy |
+4,999
| New | +$278K | 0.02% | 575 |
|