Leeward Financial Partners’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
$1.21M Buy
16,185
+51
+0.3% +$3.82K 0.38% 51
2025
Q1
$1.1M Buy
16,134
+51
+0.3% +$3.47K 0.41% 52
2024
Q4
$1.15M Buy
16,083
+54
+0.3% +$3.86K 0.41% 51
2024
Q3
$1.12M Buy
16,029
+52
+0.3% +$3.64K 0.42% 51
2024
Q2
$1.06M Buy
15,977
+56
+0.4% +$3.72K 0.43% 52
2024
Q1
$1.02M Buy
15,921
+51
+0.3% +$3.27K 0.43% 53
2023
Q4
$928K Buy
15,870
+63
+0.4% +$3.68K 0.45% 51
2023
Q3
$830K Buy
15,807
+61
+0.4% +$3.2K 0.46% 52
2023
Q2
$857K Buy
15,746
+63
+0.4% +$3.43K 0.49% 51
2023
Q1
$791K Buy
15,683
+61
+0.4% +$3.08K 0.48% 50
2022
Q4
$739K Buy
15,622
+71
+0.5% +$3.36K 0.51% 50
2022
Q3
$686K Buy
15,551
+70
+0.5% +$3.09K 0.49% 50
2022
Q2
$720K Buy
15,481
+65
+0.4% +$3.02K 0.49% 51
2022
Q1
$857K Buy
15,416
+49
+0.3% +$2.72K 0.53% 48
2021
Q4
$898K Buy
+15,367
New +$898K 0.56% 49