Partnership Wealth Management’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 | $390K | Buy |
5,201
+567
| +12% | +$42.5K | 0.32% | 52 |
|
|
2025
Q1 | $315K | Sell |
4,634
-219
| -5% | -$14.9K | 0.27% | 59 |
|
|
2024
Q4 | $347K | Sell |
4,853
-3
| -0.1% | -$214 | 0.29% | 56 |
|
|
2024
Q3 | $340K | Buy |
4,856
+300
| +7% | +$21K | 0.24% | 58 |
|
|
2024
Q2 | $302K | Sell |
4,556
-2,503
| -35% | -$166K | 0.22% | 76 |
|
|
2024
Q1 | $453K | Buy |
7,059
+53
| +0.8% | +$3.4K | 0.32% | 66 |
|
|
2023
Q4 | $415K | Buy |
+7,006
| New | +$415K | 0.31% | 64 |
|