IA
Insight 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 | $1.28M | Sell |
17,137
-290
| -2% | -$21.7K | 0.21% | 73 |
|
|
2025
Q1 | $1.19M | Buy |
17,427
+1,612
| +10% | +$110K | 0.21% | 74 |
|
|
2024
Q4 | $1.13M | Sell |
15,815
-221
| -1% | -$15.8K | 0.19% | 79 |
|
|
2024
Q3 | $1.12M | Buy |
16,036
+444
| +3% | +$31.1K | 0.19% | 82 |
|
|
2024
Q2 | $1.03M | Buy |
15,592
+97
| +0.6% | +$6.44K | 0.19% | 82 |
|
|
2024
Q1 | $994K | Sell |
15,495
-1,268
| -8% | -$81.3K | 0.19% | 88 |
|
|
2023
Q4 | $980K | Buy |
16,763
+238
| +1% | +$13.9K | 0.21% | 83 |
|
|
2023
Q3 | $867K | Sell |
16,525
-63
| -0.4% | -$3.31K | 0.2% | 90 |
|
|
2023
Q2 | $903K | Sell |
16,588
-255
| -2% | -$13.9K | 0.2% | 85 |
|
|
2023
Q1 | $849K | Sell |
16,843
-34
| -0.2% | -$1.72K | 0.2% | 82 |
|
|
2022
Q4 | $795K | Buy |
16,877
+418
| +3% | +$19.7K | 0.28% | 95 |
|
|
2022
Q3 | $726K | Sell |
16,459
-978
| -6% | -$43.1K | 0.29% | 97 |
|
|
2022
Q2 | $890K | Buy |
17,437
+299
| +2% | +$15.3K | 0.3% | 90 |
|
|
2022
Q1 | $953K | Sell |
17,138
-1,231
| -7% | -$68.5K | 0.29% | 100 |
|
|
2021
Q4 | $1.07M | Sell |
18,369
-52
| -0.3% | -$3.04K | 0.32% | 82 |
|
|
2021
Q3 | $1.06M | Sell |
18,421
-331
| -2% | -$19K | 0.32% | 84 |
|
|
2021
Q2 | $1.01M | Sell |
18,752
-1,939
| -9% | -$105K | 0.32% | 80 |
|
|
2021
Q1 | $1.07M | Buy |
20,691
+48
| +0.2% | +$2.48K | 0.34% | 75 |
|
|
2020
Q4 | $951K | Buy |
+20,643
| New | +$951K | 0.36% | 74 |
|