Horst & Graben 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 | $387K | Buy |
5,169
+77
| +2% | +$5.77K | 0.06% | 116 |
|
|
2025
Q1 | $346K | Sell |
5,092
-179
| -3% | -$12.2K | 0.06% | 117 |
|
|
2024
Q4 | $377K | Sell |
5,271
-91
| -2% | -$6.5K | 0.07% | 105 |
|
|
2024
Q3 | $376K | Buy |
5,362
+381
| +8% | +$26.7K | 0.07% | 102 |
|
|
2024
Q2 | $330K | Buy |
4,981
+39
| +0.8% | +$2.59K | 0.06% | 102 |
|
|
2024
Q1 | $317K | Sell |
4,942
-2,014
| -29% | -$129K | 0.06% | 106 |
|
|
2023
Q4 | $407K | Buy |
6,956
+192
| +3% | +$11.2K | 0.09% | 90 |
|
|
2023
Q3 | $355K | Buy |
6,764
+132
| +2% | +$6.93K | 0.09% | 98 |
|
|
2023
Q2 | $361K | Sell |
6,632
-329
| -5% | -$17.9K | 0.09% | 90 |
|
|
2023
Q1 | $351K | Buy |
6,961
+1,001
| +17% | +$50.5K | 0.09% | 89 |
|
|
2022
Q4 | $282K | Buy |
5,960
+422
| +8% | +$20K | 0.07% | 107 |
|
|
2022
Q3 | $244K | Buy |
5,538
+253
| +5% | +$11.1K | 0.07% | 109 |
|
|
2022
Q2 | $246K | Buy |
5,285
+381
| +8% | +$17.7K | 0.07% | 115 |
|
|
2022
Q1 | $273K | Buy |
4,904
+257
| +6% | +$14.3K | 0.07% | 113 |
|
|
2021
Q4 | $272K | Buy |
4,647
+315
| +7% | +$18.4K | 0.07% | 113 |
|
|
2021
Q3 | $230K | Buy |
4,332
+474
| +12% | +$25.2K | 0.06% | 119 |
|
|
2021
Q2 | $204K | Sell |
3,858
-9,994
| -72% | -$528K | 0.06% | 132 |
|
|
2021
Q1 | $681K | Buy |
13,852
+688
| +5% | +$33.8K | 0.21% | 63 |
|
|
2020
Q4 | $607K | Buy |
13,164
+4,055
| +45% | +$187K | 0.21% | 57 |
|
|
2020
Q3 | $372K | Buy |
9,109
+456
| +5% | +$18.6K | 0.14% | 78 |
|
|
2020
Q2 | $327K | Buy |
8,653
+79
| +0.9% | +$2.99K | 0.14% | 72 |
|
|
2020
Q1 | $270K | Buy |
+8,574
| New | +$270K | 0.14% | 74 |
|