Keystone Financial Group (Kentucky)’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 | $433K | Sell |
5,780
-147
| -2% | -$11K | 0.04% | 251 |
|
|
2025
Q1 | $403K | Sell |
5,927
-276
| -4% | -$18.8K | 0.04% | 244 |
|
|
2024
Q4 | $443K | Sell |
6,203
-215
| -3% | -$15.4K | 0.04% | 231 |
|
|
2024
Q3 | $450K | Buy |
+6,418
| New | +$450K | 0.06% | 211 |
|
|
2024
Q2 | – | Sell |
-6,073
| Closed | -$390K | – | 294 |
|
|
2024
Q1 | $390K | Buy |
6,073
+4
| +0.1% | +$257 | 0.06% | 212 |
|
|
2023
Q4 | $355K | Buy |
6,069
+1,378
| +29% | +$80.5K | 0.06% | 190 |
|
|
2023
Q3 | $246K | Buy |
+4,691
| New | +$246K | 0.04% | 241 |
|