Kingswood Wealth Advisors’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 | $430K | Sell |
5,748
-36
| -0.6% | -$2.7K | 0.03% | 456 |
|
|
2025
Q1 | $393K | Hold |
5,784
| – | – | 0.04% | 464 |
|
|
2024
Q4 | $413K | Buy |
+5,784
| New | +$413K | 0.03% | 502 |
|
|
2024
Q3 | – | Sell |
-5,863
| Closed | -$389K | – | 744 |
|
|
2024
Q2 | $389K | Sell |
5,863
-76
| -1% | -$5.04K | 0.04% | 449 |
|
|
2024
Q1 | $381K | Sell |
5,939
-300
| -5% | -$19.2K | 0.04% | 418 |
|
|
2023
Q4 | $365K | Hold |
6,239
| – | – | 0.04% | 414 |
|
|
2023
Q3 | $327K | Buy |
+6,239
| New | +$327K | 0.06% | 312 |
|