OneDigital Investment Advisors’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 | $3.21M | Sell |
42,875
-14,240
| -25% | -$1.07M | 0.04% | 314 |
|
|
2025
Q1 | $3.88M | Sell |
57,115
-2,145
| -4% | -$146K | 0.05% | 272 |
|
|
2024
Q4 | $4.23M | Sell |
59,260
-1,070
| -2% | -$76.4K | 0.05% | 271 |
|
|
2024
Q3 | $4.23M | Sell |
60,330
-1,436
| -2% | -$101K | 0.05% | 274 |
|
|
2024
Q2 | $4.1M | Buy |
61,766
+17,892
| +41% | +$1.19M | 0.05% | 269 |
|
|
2024
Q1 | $2.81M | Sell |
43,874
-6,672
| -13% | -$428K | 0.04% | 270 |
|
|
2023
Q4 | $2.95M | Sell |
50,546
-48,936
| -49% | -$2.86M | 0.05% | 246 |
|
|
2023
Q3 | $5.22M | Sell |
99,482
-3,902
| -4% | -$205K | 0.11% | 148 |
|
|
2023
Q2 | $5.63M | Sell |
103,384
-40,526
| -28% | -$2.21M | 0.12% | 136 |
|
|
2023
Q1 | $7.26M | Sell |
143,910
-588
| -0.4% | -$29.7K | 0.17% | 111 |
|
|
2022
Q4 | $6.83M | Buy |
144,498
+5,128
| +4% | +$243K | 0.2% | 102 |
|
|
2022
Q3 | $6.15M | Buy |
139,370
+383
| +0.3% | +$16.9K | 0.23% | 73 |
|
|
2022
Q2 | $6.46M | Buy |
138,987
+1,240
| +0.9% | +$57.6K | 0.28% | 53 |
|
|
2022
Q1 | $7.66M | Buy |
137,747
+2,090
| +2% | +$116K | 0.29% | 52 |
|
|
2021
Q4 | $7.93M | Buy |
135,657
+12,222
| +10% | +$714K | 0.28% | 51 |
|
|
2021
Q3 | $6.54M | Buy |
123,435
+944
| +0.8% | +$50K | 0.26% | 58 |
|
|
2021
Q2 | $6.49M | Sell |
122,491
-2,101
| -2% | -$111K | 0.27% | 58 |
|
|
2021
Q1 | $6.13M | Buy |
124,592
+60,998
| +96% | +$3M | 0.29% | 58 |
|
|
2020
Q4 | $2.96M | Buy |
63,594
+13,997
| +28% | +$652K | 0.15% | 95 |
|
|
2020
Q3 | $2.03M | Buy |
49,597
+7,639
| +18% | +$312K | 0.14% | 122 |
|
|
2020
Q2 | $1.66M | Buy |
41,958
+99
| +0.2% | +$3.91K | 0.12% | 156 |
|
|
2020
Q1 | $1.44M | Sell |
41,859
-4,855
| -10% | -$166K | 0.13% | 149 |
|
|
2019
Q4 | $1.86M | Sell |
46,714
-672
| -1% | -$26.8K | 0.15% | 131 |
|
|
2019
Q3 | $1.74M | Buy |
47,386
+46,337
| +4,417% | +$1.7M | 0.16% | 120 |
|
|
2019
Q2 | $38K | Sell |
1,049
-47,057
| -98% | -$1.7M | ﹤0.01% | 629 |
|
|
2019
Q1 | $1.74M | Sell |
48,106
-2,906
| -6% | -$105K | 0.25% | 80 |
|
|
2018
Q4 | $1.58M | Buy |
+51,012
| New | +$1.58M | 0.27% | 79 |
|
|
2018
Q3 | – | Sell |
-1,447
| Closed | -$49K | – | 1211 |
|
|
2018
Q2 | $49K | Buy |
1,447
+424
| +41% | +$14.4K | 0.01% | 513 |
|
|
2018
Q1 | $34K | Buy |
1,023
+4
| +0.4% | +$133 | 0.01% | 629 |
|
|
2017
Q4 | $34K | Sell |
1,019
-493
| -33% | -$16.4K | ﹤0.01% | 620 |
|
|
2017
Q3 | $47K | Sell |
1,512
-60
| -4% | -$1.87K | 0.02% | 402 |
|
|
2017
Q2 | $47K | Buy |
+1,572
| New | +$47K | 0.01% | 492 |
|