OLIO Financial Planning’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 | $760K | Hold |
10,142
| – | – | 0.24% | 27 |
|
|
2025
Q1 | $690K | Hold |
10,142
| – | – | 0.24% | 28 |
|
|
2024
Q4 | $724K | Sell |
10,142
-1,570
| -13% | -$112K | 0.25% | 27 |
|
|
2024
Q3 | $687K | Hold |
11,712
| – | – | 0.29% | 30 |
|
|
2024
Q2 | $687K | Hold |
11,712
| – | – | 0.29% | 30 |
|
|
2024
Q1 | $687K | Hold |
11,712
| – | – | 0.29% | 30 |
|
|
2023
Q4 | $687K | Sell |
11,712
-43
| -0.4% | -$2.52K | 0.29% | 30 |
|
|
2023
Q3 | $617K | Hold |
11,755
| – | – | 0.29% | 30 |
|
|
2023
Q2 | $640K | Hold |
11,755
| – | – | 0.3% | 28 |
|
|
2023
Q1 | $593K | Hold |
11,755
| – | – | 0.31% | 27 |
|
|
2022
Q4 | $604K | Buy |
11,755
+56
| +0.5% | +$2.88K | 0.33% | 27 |
|
|
2022
Q3 | $516K | Hold |
11,699
| – | – | 0.31% | 27 |
|
|
2022
Q2 | $544K | Hold |
11,699
| – | – | 0.31% | 28 |
|
|
2022
Q1 | $650K | Sell |
11,699
-925
| -7% | -$51.4K | 0.37% | 28 |
|
|
2021
Q4 | $738K | Buy |
+12,624
| New | +$738K | 0.44% | 21 |
|