Intrepid Financial Planning Group’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 | $438K | Sell |
5,844
-150
| -3% | -$11.2K | 0.18% | 78 |
|
|
2025
Q1 | $408K | Sell |
5,994
-870
| -13% | -$59.2K | 0.19% | 79 |
|
|
2024
Q4 | $490K | Sell |
6,864
-725
| -10% | -$51.8K | 0.21% | 72 |
|
|
2024
Q3 | $532K | Hold |
7,589
| – | – | 0.23% | 69 |
|
|
2024
Q2 | $504K | Sell |
7,589
-1
| -0% | -$66 | 0.22% | 69 |
|
|
2024
Q1 | $487K | Sell |
7,590
-15
| -0.2% | -$962 | 0.21% | 76 |
|
|
2023
Q4 | $445K | Sell |
7,605
-460
| -6% | -$26.9K | 0.21% | 73 |
|
|
2023
Q3 | $423K | Sell |
8,065
-220
| -3% | -$11.5K | 0.22% | 68 |
|
|
2023
Q2 | $451K | Hold |
8,285
| – | – | 0.22% | 69 |
|
|
2023
Q1 | $418K | Hold |
8,285
| – | – | 0.21% | 70 |
|
|
2022
Q4 | $392K | Sell |
8,285
-287
| -3% | -$13.6K | 0.21% | 68 |
|
|
2022
Q3 | $378K | Hold |
8,572
| – | – | 0.21% | 64 |
|
|
2022
Q2 | $398K | Buy |
+8,572
| New | +$398K | 0.22% | 65 |
|