Keener Financial Planning’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 | $72.5M | Buy |
968,454
+148,688
| +18% | +$11.1M | 36.16% | 1 |
|
|
2025
Q1 | $55.8M | Sell |
819,766
-54,597
| -6% | -$3.71M | 36.24% | 1 |
|
|
2024
Q4 | $62.5M | Buy |
874,363
+76,561
| +10% | +$5.47M | 36.88% | 1 |
|
|
2024
Q3 | $55.9M | Sell |
797,802
-24,561
| -3% | -$1.72M | 36.59% | 1 |
|
|
2024
Q2 | $54.6M | Buy |
822,363
+35,859
| +5% | +$2.38M | 35.6% | 1 |
|
|
2024
Q1 | $50.5M | Buy |
786,504
+34,873
| +5% | +$2.24M | 34.7% | 1 |
|
|
2023
Q4 | $43.9M | Buy |
+751,631
| New | +$43.9M | 33.97% | 1 |
|