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 |
|