Investors Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,004
| Closed | -$585K | – | 157 |
|
|
2021
Q4 | $585K | Buy |
10,004
+1,858
| +23% | +$109K | 0.27% | 96 |
|
|
2021
Q3 | $432K | Buy |
8,146
+54
| +0.7% | +$2.86K | 0.23% | 117 |
|
|
2021
Q2 | $429K | Hold |
8,092
| – | – | 0.23% | 118 |
|
|
2021
Q1 | $398K | Buy |
8,092
+55
| +0.7% | +$2.71K | 0.23% | 116 |
|
|
2020
Q4 | $370K | Buy |
8,037
+1,197
| +18% | +$55.1K | 0.24% | 106 |
|
|
2020
Q3 | $280K | Hold |
6,840
| – | – | 0.21% | 116 |
|
|
2020
Q2 | $258K | Buy |
6,840
+50
| +0.7% | +$1.89K | 0.21% | 115 |
|
|
2020
Q1 | $214K | Buy |
+6,790
| New | +$214K | 0.22% | 107 |
|