IFP Advisors’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 | $331K | Sell |
4,417
-70
| -2% | -$5.24K | 0.01% | 1017 |
|
|
2025
Q1 | $305K | Sell |
4,487
-1,241
| -22% | -$84.4K | 0.01% | 978 |
|
|
2024
Q4 | $409K | Sell |
5,728
-10
| -0.2% | -$714 | 0.01% | 816 |
|
|
2024
Q3 | $402K | Buy |
5,738
+6
| +0.1% | +$420 | 0.01% | 777 |
|
|
2024
Q2 | $380K | Sell |
5,732
-116
| -2% | -$7.7K | 0.02% | 748 |
|
|
2024
Q1 | $375K | Buy |
5,848
+285
| +5% | +$18.3K | 0.02% | 709 |
|
|
2023
Q4 | $325K | Sell |
5,563
-1,726
| -24% | -$101K | 0.02% | 733 |
|
|
2023
Q3 | $383K | Buy |
7,289
+5,037
| +224% | +$264K | 0.02% | 691 |
|
|
2023
Q2 | $123K | Sell |
2,252
-815
| -27% | -$44.4K | 0.01% | 1227 |
|
|
2023
Q1 | $105K | Sell |
3,067
-6,225
| -67% | -$213K | ﹤0.01% | 1234 |
|
|
2022
Q4 | $368K | Sell |
9,292
-2,558
| -22% | -$101K | 0.01% | 1035 |
|
|
2022
Q3 | $462K | Buy |
11,850
+3,135
| +36% | +$122K | 0.01% | 969 |
|
|
2022
Q2 | $313K | Hold |
8,715
| – | – | 0.01% | 1051 |
|
|
2022
Q1 | $313K | Buy |
8,715
+6,620
| +316% | +$238K | 0.01% | 1051 |
|
|
2021
Q4 | $127K | Buy |
2,095
+112
| +6% | +$6.79K | ﹤0.01% | 1149 |
|
|
2021
Q3 | $112K | Buy |
1,983
+24
| +1% | +$1.36K | ﹤0.01% | 1204 |
|
|
2021
Q2 | $102K | Sell |
1,959
-1,190
| -38% | -$62K | ﹤0.01% | 1235 |
|
|
2021
Q1 | $153K | Sell |
3,149
-567
| -15% | -$27.5K | ﹤0.01% | 966 |
|
|
2020
Q4 | $171K | Sell |
3,716
-186
| -5% | -$8.56K | 0.01% | 874 |
|
|
2020
Q3 | $157K | Sell |
3,902
-14,297
| -79% | -$575K | 0.01% | 792 |
|
|
2020
Q2 | $678K | Sell |
18,199
-3,033
| -14% | -$113K | 0.05% | 351 |
|
|
2020
Q1 | $680K | Sell |
21,232
-15,343
| -42% | -$491K | 0.07% | 283 |
|
|
2019
Q4 | $1.46M | Sell |
36,575
-1,731
| -5% | -$69.2K | 0.11% | 217 |
|
|
2019
Q3 | $1.39M | Buy |
+38,306
| New | +$1.39M | 0.09% | 241 |
|
|
2019
Q1 | $100K | Sell |
2,840
-32,631
| -92% | -$1.15M | 0.01% | 686 |
|
|
2018
Q4 | $1.09M | Buy |
35,471
+9,470
| +36% | +$290K | 0.07% | 331 |
|
|
2018
Q3 | $941K | Buy |
26,001
+6,256
| +32% | +$226K | 0.04% | 452 |
|
|
2018
Q2 | $671K | Buy |
19,745
+8,026
| +68% | +$273K | 0.03% | 554 |
|
|
2018
Q1 | $389K | Hold |
11,719
| – | – | 0.02% | 718 |
|
|
2017
Q4 | $389K | Buy |
11,719
+7,747
| +195% | +$257K | 0.02% | 714 |
|
|
2017
Q3 | $124K | Hold |
3,972
| – | – | ﹤0.01% | 1421 |
|
|
2017
Q2 | $120K | Buy |
3,972
+3,930
| +9,357% | +$119K | 0.01% | 1425 |
|
|
2017
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 3817 |
|
|
2016
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 3806 |
|
|
2016
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 3752 |
|
|
2016
Q2 | $1K | Sell |
42
-16,998
| -100% | -$405K | ﹤0.01% | 3664 |
|
|
2016
Q1 | $100K | Buy |
+17,040
| New | +$100K | 0.01% | 686 |
|