MFA
McClarren Financial Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
19,450
+2,296
| +13% | +$172K | 0.95% | 21 |
|
|
2025
Q1 | $1.33M | Sell |
17,154
-2,415
| -12% | -$188K | 0.88% | 19 |
|
|
2024
Q4 | $1.4M | Buy |
19,569
+1,769
| +10% | +$126K | 3.92% | 3 |
|
|
2024
Q3 | $45K | Buy |
17,800
+15,810
| +794% | +$39.9K | 5.65% | 5 |
|
|
2024
Q2 | $1.62M | Sell |
1,990
-23,373
| -92% | -$19M | 1.13% | 16 |
|
|
2024
Q1 | $1.63M | Sell |
25,363
-141
| -0.6% | -$9.05K | 1.17% | 17 |
|
|
2023
Q4 | $1.49M | Buy |
25,504
+43
| +0.2% | +$2.51K | 1.14% | 17 |
|
|
2023
Q3 | $1.33M | Sell |
25,461
-1,897
| -7% | -$99.4K | 1.16% | 17 |
|
|
2023
Q2 | $1.49M | Sell |
27,358
-499
| -2% | -$27.2K | 1.23% | 15 |
|
|
2023
Q1 | $1.39M | Sell |
27,857
-592
| -2% | -$29.5K | 1.26% | 17 |
|
|
2022
Q4 | $1.35M | Buy |
28,449
+1,545
| +6% | +$73K | 1.28% | 16 |
|
|
2022
Q3 | $1.19M | Buy |
+26,904
| New | +$1.19M | 1.18% | 17 |
|
|
2022
Q2 | – | Sell |
-30,427
| Closed | -$1.69M | – | 235 |
|
|
2022
Q1 | $1.69M | Buy |
30,427
+64
| +0.2% | +$3.56K | 1.22% | 15 |
|
|
2021
Q4 | $1.77M | Sell |
30,363
-434
| -1% | -$25.3K | 1.21% | 15 |
|
|
2021
Q3 | $1.63M | Sell |
30,797
-5,753
| -16% | -$305K | 1.27% | 12 |
|
|
2021
Q2 | $1.94M | Sell |
36,550
-7,207
| -16% | -$382K | 1.57% | 12 |
|
|
2021
Q1 | $2.15M | Buy |
43,757
+440
| +1% | +$21.6K | 1.92% | 12 |
|
|
2020
Q4 | $2M | Buy |
+43,317
| New | +$2M | 1.92% | 12 |
|