Nikulski Financial’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 | $995K | Sell |
13,290
-1,358
| -9% | -$102K | 0.27% | 77 |
|
|
2025
Q1 | $996K | Sell |
14,648
-165
| -1% | -$11.2K | 0.3% | 72 |
|
|
2024
Q4 | $1.06M | Buy |
14,813
+361
| +2% | +$25.8K | 0.31% | 72 |
|
|
2024
Q3 | $1.01M | Buy |
14,452
+95
| +0.7% | +$6.66K | 0.3% | 73 |
|
|
2024
Q2 | $953K | Sell |
14,357
-155
| -1% | -$10.3K | 0.3% | 73 |
|
|
2024
Q1 | $931K | Sell |
14,512
-512
| -3% | -$32.8K | 0.31% | 72 |
|
|
2023
Q4 | $878K | Sell |
15,024
-66
| -0.4% | -$3.86K | 0.32% | 76 |
|
|
2023
Q3 | $792K | Buy |
15,090
+159
| +1% | +$8.35K | 0.33% | 75 |
|
|
2023
Q2 | $813K | Buy |
14,931
+156
| +1% | +$8.49K | 0.34% | 73 |
|
|
2023
Q1 | $745K | Buy |
14,775
+284
| +2% | +$14.3K | 0.33% | 71 |
|
|
2022
Q4 | $685K | Sell |
14,491
-1,620
| -10% | -$76.6K | 0.33% | 66 |
|
|
2022
Q3 | $711K | Buy |
16,111
+533
| +3% | +$23.5K | 0.37% | 61 |
|
|
2022
Q2 | $724K | Buy |
15,578
+523
| +3% | +$24.3K | 0.36% | 61 |
|
|
2022
Q1 | $837K | Buy |
15,055
+2,130
| +16% | +$118K | 0.35% | 73 |
|
|
2021
Q4 | $755K | Buy |
12,925
+2,474
| +24% | +$145K | 0.32% | 72 |
|
|
2021
Q3 | $554K | Buy |
10,451
+483
| +5% | +$25.6K | 0.26% | 80 |
|
|
2021
Q2 | $535K | Buy |
9,968
+1,823
| +22% | +$97.8K | 0.25% | 83 |
|
|
2021
Q1 | $401K | Buy |
8,145
+138
| +2% | +$6.79K | 0.21% | 87 |
|
|
2020
Q4 | $369K | Buy |
8,007
+1,335
| +20% | +$61.5K | 0.2% | 85 |
|
|
2020
Q3 | $273K | Buy |
6,672
+131
| +2% | +$5.36K | 0.17% | 95 |
|
|
2020
Q2 | $247K | Sell |
6,541
-296
| -4% | -$11.2K | 0.17% | 95 |
|
|
2020
Q1 | $215K | Buy |
6,837
+910
| +15% | +$28.6K | 0.19% | 90 |
|
|
2019
Q4 | $239K | Buy |
+5,927
| New | +$239K | 0.17% | 83 |
|