Orin Green 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 | $311K | Hold |
4,149
| – | – | 0.13% | 62 |
|
|
2025
Q1 | $259K | Buy |
+4,149
| New | +$259K | 0.12% | 62 |
|
|
2024
Q4 | – | Sell |
-3,955
| Closed | -$277K | – | 61 |
|
|
2024
Q3 | $277K | Hold |
3,955
| – | – | 0.12% | 61 |
|
|
2024
Q2 | $262K | Buy |
+3,955
| New | +$262K | 0.12% | 61 |
|
|
2024
Q1 | – | Sell |
-4,096
| Closed | -$239K | – | 64 |
|
|
2023
Q4 | $239K | Buy |
4,096
+11
| +0.3% | +$643 | 0.12% | 63 |
|
|
2023
Q3 | $214K | Sell |
4,085
-36
| -0.9% | -$1.89K | 0.12% | 64 |
|
|
2023
Q2 | $224K | Buy |
4,121
+14
| +0.3% | +$762 | 0.12% | 61 |
|
|
2023
Q1 | $207K | Buy |
+4,107
| New | +$207K | 0.11% | 62 |
|
|
2022
Q2 | – | Sell |
-4,622
| Closed | -$257K | – | 69 |
|
|
2022
Q1 | $257K | Hold |
4,622
| – | – | 0.17% | 57 |
|
|
2021
Q4 | $256K | Sell |
4,622
-44
| -0.9% | -$2.44K | 0.19% | 49 |
|
|
2021
Q3 | $247K | Hold |
4,666
| – | – | 0.17% | 59 |
|
|
2021
Q2 | $247K | Sell |
4,666
-141
| -3% | -$7.46K | 0.17% | 60 |
|
|
2021
Q1 | $236K | Sell |
4,807
-158
| -3% | -$7.76K | 0.19% | 59 |
|
|
2020
Q4 | $229K | Buy |
+4,965
| New | +$229K | 0.18% | 61 |
|