IFP Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $409K | Sell |
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|
2024
Q3 | $402K | Buy |
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|
2024
Q2 | $380K | Sell |
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|
2024
Q1 | $375K | Buy |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $123K | Sell |
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|
2023
Q1 | $105K | Sell |
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|
2022
Q4 | $368K | Sell |
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|
2022
Q3 | $462K | Buy |
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|
2022
Q2 | $313K | Hold |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $127K | Buy |
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|
2021
Q3 | $112K | Buy |
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|
2021
Q2 | $102K | Sell |
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|
2021
Q1 | $153K | Sell |
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|
2020
Q4 | $171K | Sell |
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|
2020
Q3 | $157K | Sell |
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|
2020
Q2 | $678K | Sell |
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|
2020
Q1 | $680K | Sell |
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|
2019
Q4 | $1.46M | Sell |
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|
2019
Q3 | $1.39M | Buy |
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|
2019
Q1 | $100K | Sell |
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|
2018
Q4 | $1.08M | Buy |
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|
2018
Q3 | $941K | Buy |
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|
2018
Q2 | $671K | Buy |
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|
2018
Q1 | $389K | Hold |
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|
2017
Q4 | $389K | Buy |
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|
2017
Q3 | $124K | Hold |
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|
2017
Q2 | $120K | Buy |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Hold |
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|
2016
Q3 | $1K | Hold |
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|
2016
Q2 | $1K | Sell |
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|
2016
Q1 | $100K | Buy |
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