Kelman-Lazarov Inc’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
|
|||||
|
2025
Q1 | $423K | Sell |
|
|||||
|
2024
Q4 | $461K | Sell |
|
|||||
|
2024
Q3 | $459K | Hold |
|
|||||
|
2024
Q2 | $435K | Sell |
|
|||||
|
2024
Q1 | $430K | Sell |
|
|||||
|
2023
Q4 | $405K | Hold |
|
|||||
|
2023
Q3 | $363K | Hold |
|
|||||
|
2023
Q2 | $377K | Hold |
|
|||||
|
2023
Q1 | $349K | Hold |
|
|||||
|
2022
Q4 | $327K | Hold |
|
|||||
|
2022
Q3 | $305K | Hold |
|
|||||
|
2022
Q2 | $322K | Hold |
|
|||||
|
2022
Q1 | $385K | Sell |
|
|||||
|
2021
Q4 | $410K | Hold |
|
|||||
|
2021
Q3 | $371K | Hold |
|
|||||
|
2021
Q2 | $371K | Hold |
|
|||||
|
2021
Q1 | $345K | Hold |
|
|||||
|
2020
Q4 | $323K | Hold |
|
|||||
|
2020
Q3 | $287K | Sell |
|
|||||
|
2020
Q2 | $272K | Hold |
|
|||||
|
2020
Q1 | $226K | Sell |
|
|||||
|
2019
Q4 | $358K | Hold |
|
|||||
|
2019
Q3 | $330K | Hold |
|
|||||
|
2019
Q2 | $328K | Sell |
|
|||||
|
2019
Q1 | $322K | Hold |
|
|||||
|
2018
Q4 | $283K | Hold |
|
|||||
|
2018
Q3 | $331K | Hold |
|
|||||
|
2018
Q2 | $311K | Hold |
|
|||||
|
2018
Q1 | $300K | Hold |
|
|||||
|
2017
Q4 | $304K | Hold |
|
|||||
|
2017
Q3 | $287K | Hold |
|
|||||
|
2017
Q2 | $276K | Hold |
|
|||||
|
2017
Q1 | $269K | Hold |
|
|||||
|
2016
Q4 | $255K | Hold |
|
|||||
|
2016
Q3 | $244K | Sell |
|
|||||
|
2016
Q2 | $393K | Hold |
|
|||||
|
2016
Q1 | $387K | Buy |
|