LGT Financial 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 | $8.01K | Hold |
107
| – | – | 0.02% | 229 |
|
2025
Q1 | $7.25K | Buy |
107
+1
| +0.9% | +$68 | 0.02% | 193 |
|
2024
Q4 | $7.59K | Hold |
106
| – | – | 0.02% | 488 |
|
2024
Q3 | $7.42K | Hold |
106
| – | – | 0.02% | 463 |
|
2024
Q2 | $7K | Buy |
106
+1
| +1% | +$66 | 0.01% | 543 |
|
2024
Q1 | $6.75K | Hold |
105
| – | – | 0.01% | 560 |
|
2023
Q4 | $6.13K | Buy |
105
+1
| +1% | +$58 | 0.01% | 590 |
|
2023
Q3 | $5.48K | Hold |
104
| – | – | 0.01% | 595 |
|
2023
Q2 | $5.66K | Buy |
+104
| New | +$5.66K | 0.01% | 194 |
|
2023
Q1 | – | Sell |
-101
| Closed | -$4.78K | – | 181 |
|
2022
Q4 | $4.78K | Buy |
+101
| New | +$4.78K | 0.01% | 164 |
|