Iron Horse Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56K | Sell |
748
-12
| -2% | -$899 | 0.02% | 127 |
|
|
2025
Q1 | $51.7K | Sell |
760
-94
| -11% | -$6.39K | 0.02% | 122 |
|
|
2024
Q4 | $61K | Sell |
854
-96
| -10% | -$6.86K | 0.02% | 100 |
|
|
2024
Q3 | $66.6K | Sell |
950
-506
| -35% | -$35.5K | 0.02% | 93 |
|
|
2024
Q2 | $96.6K | Sell |
1,456
-22
| -1% | -$1.46K | 0.04% | 62 |
|
|
2024
Q1 | $94.8K | Sell |
1,478
-853
| -37% | -$54.7K | 0.04% | 62 |
|
|
2023
Q4 | $136K | Sell |
2,331
-79
| -3% | -$4.62K | 0.06% | 45 |
|
|
2023
Q3 | $127K | Sell |
2,410
-272
| -10% | -$14.3K | 0.06% | 44 |
|
|
2023
Q2 | $146K | Sell |
2,682
-3,746
| -58% | -$204K | 0.07% | 41 |
|
|
2023
Q1 | $324K | Sell |
6,428
-274
| -4% | -$13.8K | 0.16% | 27 |
|
|
2022
Q4 | $317K | Buy |
6,702
+4,416
| +193% | +$209K | 0.17% | 29 |
|
|
2022
Q3 | $101K | Sell |
2,286
-160,273
| -99% | -$7.08M | 0.15% | 29 |
|
|
2022
Q2 | $7.56M | Buy |
162,559
+14,373
| +10% | +$668K | 4.3% | 8 |
|
|
2022
Q1 | $8.24M | Buy |
148,186
+8,964
| +6% | +$498K | 4.52% | 8 |
|
|
2021
Q4 | $8.14M | Sell |
139,222
-1,683
| -1% | -$98.4K | 4.57% | 9 |
|
|
2021
Q3 | $7.47M | Buy |
140,905
+6,880
| +5% | +$365K | 4.63% | 8 |
|
|
2021
Q2 | $7.1M | Buy |
134,025
+30,254
| +29% | +$1.6M | 4.68% | 8 |
|
|
2021
Q1 | $5.1M | Buy |
103,771
+2,519
| +2% | +$124K | 3.82% | 12 |
|
|
2020
Q4 | $4.67M | Buy |
+101,252
| New | +$4.67M | 3.74% | 12 |
|