Lifeworks 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 | $1.16M | Buy |
15,441
+51
| +0.3% | +$3.82K | 0.17% | 114 |
|
|
2025
Q1 | $1.05M | Sell |
15,390
-1,283
| -8% | -$87.3K | 0.17% | 119 |
|
|
2024
Q4 | $1.19M | Sell |
16,673
-1,854
| -10% | -$132K | 0.21% | 109 |
|
|
2024
Q3 | $1.3M | Buy |
18,527
+13,394
| +261% | +$938K | 0.26% | 100 |
|
|
2024
Q2 | $341K | Buy |
5,133
+123
| +2% | +$8.16K | 0.09% | 163 |
|
|
2024
Q1 | $321K | Sell |
5,010
-519
| -9% | -$33.3K | 0.09% | 168 |
|
|
2023
Q4 | $323K | Buy |
5,529
+270
| +5% | +$15.8K | 0.11% | 151 |
|
|
2023
Q3 | $276K | Buy |
5,259
+875
| +20% | +$45.9K | 0.11% | 156 |
|
|
2023
Q2 | $239K | Sell |
4,384
-530
| -11% | -$28.9K | 0.1% | 142 |
|
|
2023
Q1 | $248K | Buy |
4,914
+167
| +4% | +$8.42K | 0.12% | 130 |
|
|
2022
Q4 | $224K | Sell |
4,747
-12
| -0.3% | -$567 | 0.13% | 106 |
|
|
2022
Q3 | $227K | Buy |
+4,759
| New | +$227K | 0.13% | 116 |
|