Jackson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-166,006
| Closed | -$6.75M | – | 159 |
|
|
2019
Q4 | $6.75M | Sell |
166,006
-2,203
| -1% | -$89.6K | 1.12% | 25 |
|
|
2019
Q3 | $6.1M | Buy |
168,209
+15,141
| +10% | +$549K | 1.28% | 19 |
|
|
2019
Q2 | $5.68M | Buy |
153,068
+599
| +0.4% | +$22.2K | 1.24% | 21 |
|
|
2019
Q1 | $5.36M | Sell |
152,469
-10,584
| -6% | -$372K | 1.31% | 24 |
|
|
2018
Q4 | $4.92M | Sell |
163,053
-217,082
| -57% | -$6.55M | 1.47% | 18 |
|
|
2018
Q3 | $13.8M | Buy |
380,135
+125
| +0% | +$4.53K | 2.89% | 8 |
|
|
2018
Q2 | $13.5M | Buy |
380,010
+18,608
| +5% | +$660K | 3.14% | 6 |
|
|
2018
Q1 | $11.9M | Buy |
361,402
+4,176
| +1% | +$137K | 3.31% | 4 |
|
|
2017
Q4 | $12.2M | Buy |
+357,226
| New | +$12.2M | 3.09% | 3 |
|