Gradient Investments’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,962
| Closed | -$201K | – | 373 |
|
|
2025
Q1 | $201K | Buy |
+2,962
| New | +$201K | ﹤0.01% | 316 |
|
|
2024
Q3 | – | Sell |
-1,009
| Closed | -$66.9K | – | 1149 |
|
|
2024
Q2 | $66.9K | Hold |
1,009
| – | – | ﹤0.01% | 453 |
|
|
2024
Q1 | $64.7K | Sell |
1,009
-1,856
| -65% | -$119K | ﹤0.01% | 404 |
|
|
2023
Q4 | $167K | Sell |
2,865
-965
| -25% | -$56.4K | ﹤0.01% | 362 |
|
|
2023
Q3 | $201K | Buy |
3,830
+2,821
| +280% | +$148K | 0.01% | 316 |
|
|
2023
Q2 | $54.9K | Sell |
1,009
-568
| -36% | -$30.9K | ﹤0.01% | 487 |
|
|
2023
Q1 | $79.5K | Buy |
+1,577
| New | +$79.5K | ﹤0.01% | 415 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$5K | – | 1528 |
|
|
2022
Q2 | $5K | Buy |
100
+60
| +150% | +$3K | ﹤0.01% | 907 |
|
|
2022
Q1 | $2K | Sell |
40
-253
| -86% | -$12.7K | ﹤0.01% | 1063 |
|
|
2021
Q4 | $17K | Buy |
+293
| New | +$17K | ﹤0.01% | 689 |
|
|
2021
Q3 | – | Sell |
-327
| Closed | -$17K | – | 1246 |
|
|
2021
Q2 | $17K | Buy |
327
+82
| +33% | +$4.26K | ﹤0.01% | 669 |
|
|
2021
Q1 | $12K | Buy |
245
+25
| +11% | +$1.22K | ﹤0.01% | 727 |
|
|
2020
Q4 | $9K | Hold |
220
| – | – | ﹤0.01% | 728 |
|
|
2020
Q3 | $9K | Buy |
+220
| New | +$9K | ﹤0.01% | 732 |
|
|
2020
Q2 | – | Sell |
-41
| Closed | -$1K | – | 1187 |
|
|
2020
Q1 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 1040 |
|
|
2018
Q4 | – | Sell |
-2,113
| Closed | -$76K | – | 1076 |
|
|
2018
Q3 | $76K | Buy |
2,113
+1,940
| +1,121% | +$69.8K | ﹤0.01% | 311 |
|
|
2018
Q2 | $6K | Buy |
+173
| New | +$6K | ﹤0.01% | 699 |
|