IRC
Investors Research Corp’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 | $10.8M | Sell |
144,102
-3,070
| -2% | -$230K | 2.12% | 10 |
|
|
2025
Q1 | $10M | Sell |
147,172
-822
| -0.6% | -$55.9K | 2.17% | 10 |
|
|
2024
Q4 | $10.6M | Sell |
147,994
-4,285
| -3% | -$306K | 2.32% | 10 |
|
|
2024
Q3 | $10.7M | Sell |
152,279
-442
| -0.3% | -$31K | 2.33% | 10 |
|
|
2024
Q2 | $10.1M | Sell |
152,721
-1,325
| -0.9% | -$87.9K | 2.37% | 7 |
|
|
2024
Q1 | $9.88M | Sell |
154,046
-5,715
| -4% | -$367K | 2.31% | 6 |
|
|
2023
Q4 | $9.34M | Sell |
159,761
-4,065
| -2% | -$238K | 2.25% | 2 |
|
|
2023
Q3 | $8.6M | Buy |
163,826
+1,967
| +1% | +$103K | 2.25% | 1 |
|
|
2023
Q2 | $8.81M | Buy |
161,859
+4,738
| +3% | +$258K | 2.22% | 1 |
|
|
2023
Q1 | $7.92M | Buy |
157,121
+5,823
| +4% | +$294K | 2.06% | 1 |
|
|
2022
Q4 | $7.15M | Buy |
151,298
+9,503
| +7% | +$449K | 1.94% | 1 |
|
|
2022
Q3 | $6.26M | Buy |
141,795
+13,857
| +11% | +$611K | 1.92% | 1 |
|
|
2022
Q2 | $5.95M | Buy |
127,938
+19,363
| +18% | +$900K | 1.79% | 1 |
|
|
2022
Q1 | $6.04M | Buy |
108,575
+22,323
| +26% | +$1.24M | 1.7% | 1 |
|
|
2021
Q4 | $5.04M | Buy |
86,252
+17,977
| +26% | +$1.05M | 1.53% | 1 |
|
|
2021
Q3 | $3.62M | Buy |
68,275
+11,729
| +21% | +$622K | 1.22% | 2 |
|
|
2021
Q2 | $3M | Buy |
56,546
+12,958
| +30% | +$686K | 1.04% | 2 |
|
|
2021
Q1 | $2.14M | Buy |
43,588
+12,034
| +38% | +$592K | 0.81% | 11 |
|
|
2020
Q4 | $1.45M | Buy |
31,554
+5,200
| +20% | +$240K | 0.57% | 22 |
|
|
2020
Q3 | $1.08M | Sell |
26,354
-46
| -0.2% | -$1.88K | 0.52% | 37 |
|
|
2020
Q2 | $997K | Buy |
26,400
+6,191
| +31% | +$234K | 0.5% | 42 |
|
|
2020
Q1 | $636K | Buy |
20,209
+11,936
| +144% | +$376K | 0.4% | 65 |
|
|
2019
Q4 | $330K | Buy |
8,273
+2,839
| +52% | +$113K | 0.15% | 209 |
|
|
2019
Q3 | $200K | Buy |
5,434
+1,312
| +32% | +$48.3K | 0.1% | 259 |
|
|
2019
Q2 | $150K | Buy |
+4,122
| New | +$150K | 0.08% | 299 |
|