Householder Group Estate & Retirement Specialist’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
Q4 | $2.97M | Sell |
41,519
-805
| -2% | -$57.5K | 2.22% | 8 |
|
|
2024
Q3 | $2.97M | Buy |
42,324
+486
| +1% | +$34K | 0.86% | 22 |
|
|
2024
Q2 | $2.78M | Buy |
41,838
+1,449
| +4% | +$96.1K | 0.78% | 25 |
|
|
2024
Q1 | $2.59M | Buy |
40,389
+1,310
| +3% | +$84K | 0.77% | 26 |
|
|
2023
Q4 | $2.28M | Sell |
39,079
-5,320
| -12% | -$311K | 0.75% | 28 |
|
|
2023
Q3 | $2.33M | Buy |
+44,399
| New | +$2.33M | 0.84% | 25 |
|
|
2023
Q1 | $1.38M | Buy |
+27,423
| New | +$1.38M | 0.53% | 44 |
|
|
2022
Q4 | – | Sell |
-14,195
| Closed | -$626K | – | 1028 |
|
|
2022
Q3 | $626K | Buy |
14,195
+2,280
| +19% | +$101K | 0.26% | 87 |
|
|
2022
Q2 | $554K | Buy |
11,915
+968
| +9% | +$45K | 0.25% | 99 |
|
|
2022
Q1 | $608K | Buy |
10,947
+1,272
| +13% | +$70.6K | 0.25% | 104 |
|
|
2021
Q4 | $566K | Buy |
+9,675
| New | +$566K | 0.21% | 119 |
|