Next Financial Group’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.57M | Buy |
44,038
+5,699
| +15% | +$333K | 0.17% | 135 |
|
|
2021
Q3 | $2.03M | Buy |
38,339
+1,440
| +4% | +$76.3K | 0.16% | 142 |
|
|
2021
Q2 | $1.96M | Buy |
36,899
+4,240
| +13% | +$225K | 0.16% | 150 |
|
|
2021
Q1 | $1.61M | Buy |
32,659
+12,003
| +58% | +$590K | 0.14% | 161 |
|
|
2020
Q4 | $952K | Buy |
20,656
+13,043
| +171% | +$601K | 0.09% | 228 |
|
|
2020
Q3 | $311K | Buy |
+7,613
| New | +$311K | 0.03% | 490 |
|
|
2020
Q2 | – | Sell |
-792
| Closed | -$25K | – | 1728 |
|
|
2020
Q1 | $25K | Buy |
792
+317
| +67% | +$10K | ﹤0.01% | 1195 |
|
|
2019
Q4 | $19K | Sell |
475
-112
| -19% | -$4.48K | ﹤0.01% | 1549 |
|
|
2019
Q3 | $22K | Buy |
+587
| New | +$22K | ﹤0.01% | 1409 |
|