JIP
Jaffetilchin Investment Partners’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 | $39.1M | Buy |
522,108
+6,140
| +1% | +$460K | 2.56% | 8 |
|
|
2025
Q1 | $35.1M | Sell |
515,968
-4,095
| -0.8% | -$279K | 2.55% | 7 |
|
|
2024
Q4 | $37.1M | Buy |
520,063
+21,745
| +4% | +$1.55M | 2.69% | 8 |
|
|
2024
Q3 | $34.9M | Sell |
498,318
-24,646
| -5% | -$1.73M | 2.64% | 7 |
|
|
2024
Q2 | $34.7M | Buy |
522,964
+8,692
| +2% | +$577K | 2.96% | 7 |
|
|
2024
Q1 | $33M | Buy |
514,272
+80,485
| +19% | +$5.16M | 2.96% | 7 |
|
|
2023
Q4 | $25.4M | Buy |
433,787
+162,786
| +60% | +$9.51M | 2.47% | 9 |
|
|
2023
Q3 | $14.2M | Sell |
271,001
-1,283
| -0.5% | -$67.3K | 1.57% | 15 |
|
|
2023
Q2 | $14.8M | Buy |
272,284
+30,215
| +12% | +$1.64M | 1.56% | 14 |
|
|
2023
Q1 | $12.2M | Buy |
242,069
+122,149
| +102% | +$6.16M | 1.39% | 14 |
|
|
2022
Q4 | $5.67M | Sell |
119,920
-122,171
| -50% | -$5.78M | 0.69% | 37 |
|
|
2022
Q3 | $10.7M | Sell |
242,091
-1,288
| -0.5% | -$56.8K | 1.37% | 18 |
|
|
2022
Q2 | $11.3M | Sell |
243,379
-8,248
| -3% | -$383K | 1.34% | 17 |
|
|
2022
Q1 | $12.2M | Buy |
251,627
+49,710
| +25% | +$2.4M | 1.43% | 18 |
|
|
2021
Q4 | $11.8M | Buy |
+201,917
| New | +$11.8M | 1.12% | 20 |
|