Mission Wealth 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 | $527K | Buy |
7,036
+4
| +0.1% | +$300 | 0.01% | 441 |
|
|
2025
Q1 | $478K | Buy |
7,032
+3
| +0% | +$204 | 0.01% | 435 |
|
|
2024
Q4 | $502K | Buy |
7,029
+3
| +0% | +$214 | 0.01% | 409 |
|
|
2024
Q3 | $492K | Buy |
7,026
+4
| +0.1% | +$280 | 0.01% | 418 |
|
|
2024
Q2 | $466K | Buy |
7,022
+3
| +0% | +$199 | 0.01% | 405 |
|
|
2024
Q1 | $450K | Buy |
+7,019
| New | +$450K | 0.01% | 436 |
|