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Kelman-Lazarov Inc’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Kelman-Lazarov Inc’s Portfolio SPTM Stock Details SPTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$461K Sell
6,161
-52
-0.8% -$3.89K 0.07% 79
2025
Q1 		$423K Sell
6,213
-241
-4% -$16.4K 0.08% 79
2024
Q4 		$461K Sell
6,454
-102
-2% -$7.29K 0.08% 75
2024
Q3 		$459K Hold
6,556
– – 0.08% 74
2024
Q2 		$435K Sell
6,556
-143
-2% -$9.49K 0.08% 74
2024
Q1 		$430K Sell
6,699
-225
-3% -$14.4K 0.08% 74
2023
Q4 		$405K Hold
6,924
– – 0.09% 75
2023
Q3 		$363K Hold
6,924
– – 0.09% 74
2023
Q2 		$377K Hold
6,924
– – 0.09% 75
2023
Q1 		$349K Hold
6,924
– – 0.09% 78
2022
Q4 		$327K Hold
6,924
– – 0.09% 75
2022
Q3 		$305K Hold
6,924
– – 0.1% 69
2022
Q2 		$322K Hold
6,924
– – 0.11% 64
2022
Q1 		$385K Sell
6,924
-86
-1% -$4.78K 0.13% 59
2021
Q4 		$410K Hold
7,010
– – 0.13% 60
2021
Q3 		$371K Hold
7,010
– – 0.13% 58
2021
Q2 		$371K Hold
7,010
– – 0.13% 55
2021
Q1 		$345K Hold
7,010
– – 0.12% 60
2020
Q4 		$323K Hold
7,010
– – 0.12% 62
2020
Q3 		$287K Sell
7,010
-190
-3% -$7.78K 0.13% 61
2020
Q2 		$272K Hold
7,200
– – 0.13% 63
2020
Q1 		$226K Sell
7,200
-1,784
-20% -$56K 0.12% 72
2019
Q4 		$358K Hold
8,984
– – 0.16% 70
2019
Q3 		$330K Hold
8,984
– – 0.16% 75
2019
Q2 		$328K Sell
8,984
-166
-2% -$6.06K 0.17% 72
2019
Q1 		$322K Hold
9,150
– – 0.17% 77
2018
Q4 		$283K Hold
9,150
– – 0.18% 82
2018
Q3 		$331K Hold
9,150
– – 0.19% 81
2018
Q2 		$311K Hold
9,150
– – 0.17% 85
2018
Q1 		$300K Hold
9,150
– – 0.16% 88
2017
Q4 		$304K Buy
9,150
+7,625
+500% +$253K 0.16% 95
2017
Q3 		$287K Hold
1,525
– – 0.15% 100
2017
Q2 		$276K Hold
1,525
– – 0.15% 98
2017
Q1 		$269K Hold
1,525
– – 0.17% 92
2016
Q4 		$255K Hold
1,525
– – 0.14% 101
2016
Q3 		$244K Sell
1,525
-1,000
-40% -$160K 0.14% 102
2016
Q2 		$393K Hold
2,525
– – 0.22% 93
2016
Q1 		$387K Buy
+2,525
New +$387K 0.23% 94