MAI Capital Management’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 | $173K | Hold |
2,308
| – | – | ﹤0.01% | 1191 |
|
2025
Q1 | $157K | Hold |
2,308
| – | – | ﹤0.01% | 1158 |
|
2024
Q4 | $165K | Sell |
2,308
-1,900
| -45% | -$136K | ﹤0.01% | 1155 |
|
2024
Q3 | $295K | Buy |
+4,208
| New | +$295K | ﹤0.01% | 854 |
|
2024
Q2 | – | Sell |
-4,029
| Closed | -$258K | – | 1249 |
|
2024
Q1 | $258K | Buy |
+4,029
| New | +$258K | ﹤0.01% | 1000 |
|