MA
Mutual 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 | $6.55M | Buy |
84,825
+3,622
| +4% | +$280K | 0.16% | 136 |
|
|
2025
Q1 | $5.43M | Sell |
81,203
-2,477
| -3% | -$166K | 0.16% | 135 |
|
|
2024
Q4 | $6.04M | Sell |
83,680
-577
| -0.7% | -$41.7K | 0.17% | 108 |
|
|
2024
Q3 | $5.95M | Sell |
84,257
-3,118
| -4% | -$220K | 0.17% | 109 |
|
|
2024
Q2 | $5.83M | Sell |
87,375
-2,197
| -2% | -$147K | 0.18% | 120 |
|
|
2024
Q1 | $5.75M | Sell |
89,572
-10,368
| -10% | -$665K | 0.18% | 109 |
|
|
2023
Q4 | $5.84M | Sell |
99,940
-5,339
| -5% | -$312K | 0.2% | 108 |
|
|
2023
Q3 | $5.53M | Buy |
105,279
+325
| +0.3% | +$17.1K | 0.22% | 90 |
|
|
2023
Q2 | $5.71M | Buy |
104,954
+11,933
| +13% | +$650K | 0.22% | 94 |
|
|
2023
Q1 | $4.69M | Sell |
93,021
-5,742
| -6% | -$290K | 0.19% | 106 |
|
|
2022
Q4 | $4.67M | Sell |
98,763
-4,058
| -4% | -$192K | 0.21% | 100 |
|
|
2022
Q3 | $4.54M | Buy |
102,821
+5,451
| +6% | +$240K | 0.23% | 89 |
|
|
2022
Q2 | $4.53M | Buy |
97,370
+437
| +0.5% | +$20.3K | 0.3% | 76 |
|
|
2022
Q1 | $5.39M | Buy |
96,933
+250
| +0.3% | +$13.9K | 0.3% | 70 |
|
|
2021
Q4 | $5.65M | Sell |
96,683
-5,090
| -5% | -$298K | 0.3% | 71 |
|
|
2021
Q3 | $5.39M | Sell |
101,773
-4,599
| -4% | -$244K | 0.32% | 66 |
|
|
2021
Q2 | $5.64M | Sell |
106,372
-10,104
| -9% | -$535K | 0.33% | 70 |
|
|
2021
Q1 | $5.73M | Sell |
116,476
-26,488
| -19% | -$1.3M | 0.39% | 56 |
|
|
2020
Q4 | $6.59M | Buy |
142,964
+12,820
| +10% | +$591K | 0.49% | 37 |
|
|
2020
Q3 | $5.32M | Sell |
130,144
-15,034
| -10% | -$615K | 0.46% | 42 |
|
|
2020
Q2 | $5.49M | Sell |
145,178
-153,922
| -51% | -$5.82M | 0.54% | 31 |
|
|
2020
Q1 | $9.41M | Sell |
299,100
-21,786
| -7% | -$685K | 1.28% | 13 |
|
|
2019
Q4 | $12.8M | Buy |
320,886
+25,766
| +9% | +$1.03M | 1.36% | 8 |
|
|
2019
Q3 | $10.8M | Buy |
295,120
+83,989
| +40% | +$3.09M | 1.43% | 8 |
|
|
2019
Q2 | $7.7M | Buy |
211,131
+72,567
| +52% | +$2.65M | 1% | 13 |
|
|
2019
Q1 | $4.88M | Buy |
138,564
+34,433
| +33% | +$1.21M | 0.72% | 25 |
|
|
2018
Q4 | $3.22M | Buy |
104,131
+68,651
| +193% | +$2.12M | 0.63% | 26 |
|
|
2018
Q3 | $1.28M | Buy |
35,480
+26,833
| +310% | +$971K | 0.19% | 131 |
|
|
2018
Q2 | $294K | Buy |
+8,647
| New | +$294K | 0.07% | 331 |
|