McKinley Carter Wealth Services’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 | $344K | Sell |
4,595
-1,270
| -22% | -$95.1K | 0.02% | 251 |
|
|
2025
Q1 | $399K | Hold |
5,865
| – | – | 0.02% | 229 |
|
|
2024
Q4 | $419K | Hold |
5,865
| – | – | 0.03% | 216 |
|
|
2024
Q3 | $411K | Sell |
5,865
-54
| -0.9% | -$3.78K | 0.02% | 224 |
|
|
2024
Q2 | $393K | Hold |
5,919
| – | – | 0.03% | 228 |
|
|
2024
Q1 | $380K | Sell |
5,919
-75
| -1% | -$4.81K | 0.03% | 232 |
|
|
2023
Q4 | $350K | Hold |
5,994
| – | – | 0.03% | 238 |
|
|
2023
Q3 | $315K | Hold |
5,994
| – | – | 0.03% | 240 |
|
|
2023
Q2 | $326K | Hold |
5,994
| – | – | 0.02% | 243 |
|
|
2023
Q1 | $302K | Hold |
5,994
| – | – | 0.02% | 249 |
|
|
2022
Q4 | $283K | Buy |
5,994
+4
| +0.1% | +$189 | 0.02% | 249 |
|
|
2022
Q3 | $264K | Sell |
5,990
-920
| -13% | -$40.5K | 0.02% | 242 |
|
|
2022
Q2 | $321K | Hold |
6,910
| – | – | 0.03% | 235 |
|
|
2022
Q1 | $384K | Sell |
6,910
-1,169
| -14% | -$65K | 0.03% | 221 |
|
|
2021
Q4 | $472K | Sell |
8,079
-193
| -2% | -$11.3K | 0.04% | 196 |
|
|
2021
Q3 | $438K | Sell |
8,272
-155
| -2% | -$8.21K | 0.04% | 201 |
|
|
2021
Q2 | $446K | Sell |
8,427
-354
| -4% | -$18.7K | 0.04% | 198 |
|
|
2021
Q1 | $432K | Sell |
8,781
-1,640
| -16% | -$80.7K | 0.04% | 203 |
|
|
2020
Q4 | $480K | Buy |
+10,421
| New | +$480K | 0.06% | 168 |
|