JBA
Johnson Bixby & Associates’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 | $319K | Sell |
4,265
-543
| -11% | -$40.7K | 0.04% | 92 |
|
|
2025
Q1 | $327K | Buy |
4,808
+245
| +5% | +$16.7K | 0.05% | 89 |
|
|
2024
Q4 | $326K | Sell |
4,563
-119
| -3% | -$8.5K | 0.05% | 84 |
|
|
2024
Q3 | $328K | Sell |
4,682
-375
| -7% | -$26.3K | 0.05% | 84 |
|
|
2024
Q2 | $336K | Sell |
5,057
-30
| -0.6% | -$1.99K | 0.06% | 83 |
|
|
2024
Q1 | $326K | Buy |
+5,087
| New | +$326K | 0.06% | 87 |
|