Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-69
| Closed | -$4.55K | – | 670 |
|
|
2024
Q2 | $4.55K | Buy |
69
+1
| +1% | +$66 | ﹤0.01% | 505 |
|
|
2024
Q1 | $4.39K | Hold |
68
| – | – | ﹤0.01% | 509 |
|
|
2023
Q4 | $3.98K | Hold |
68
| – | – | ﹤0.01% | 497 |
|
|
2023
Q3 | $3.56K | Hold |
68
| – | – | ﹤0.01% | 491 |
|
|
2023
Q2 | $3.68K | Buy |
68
+1
| +1% | +$54 | ﹤0.01% | 487 |
|
|
2023
Q1 | $3.4K | Hold |
67
| – | – | ﹤0.01% | 473 |
|
|
2022
Q4 | $3.17K | Hold |
67
| – | – | ﹤0.01% | 458 |
|
|
2022
Q3 | $2.95K | Hold |
67
| – | – | ﹤0.01% | 462 |
|
|
2022
Q2 | $3.09K | Buy |
67
+1
| +2% | +$46 | ﹤0.01% | 455 |
|
|
2022
Q1 | $3.68K | Hold |
66
| – | – | ﹤0.01% | 465 |
|
|
2021
Q4 | $3.86K | Buy |
+66
| New | +$3.86K | ﹤0.01% | 476 |
|