Plante Moran Financial 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 | $83.3K | Hold |
1,112
| – | – | 0.01% | 265 |
|
|
2025
Q1 | $75.6K | Hold |
1,112
| – | – | 0.01% | 279 |
|
|
2024
Q4 | $79.4K | Hold |
1,112
| – | – | 0.01% | 289 |
|
|
2024
Q3 | $77.9K | Hold |
1,112
| – | – | 0.01% | 316 |
|
|
2024
Q2 | $73.8K | Sell |
1,112
-2,307
| -67% | -$153K | 0.01% | 280 |
|
|
2024
Q1 | $219K | Sell |
3,419
-410
| -11% | -$26.3K | 0.02% | 161 |
|
|
2023
Q4 | $224K | Buy |
3,829
+1,522
| +66% | +$89K | 0.02% | 153 |
|
|
2023
Q3 | $121K | Hold |
2,307
| – | – | 0.01% | 206 |
|
|
2023
Q2 | $126K | Hold |
2,307
| – | – | 0.01% | 212 |
|
|
2023
Q1 | $116K | Sell |
2,307
-123
| -5% | -$6.2K | 0.02% | 213 |
|
|
2022
Q4 | $115K | Buy |
2,430
+11
| +0.5% | +$520 | 0.02% | 216 |
|
|
2022
Q3 | $107K | Buy |
+2,419
| New | +$107K | 0.02% | 205 |
|
|
2018
Q4 | – | Sell |
-5,885
| Closed | -$213K | – | 958 |
|
|
2018
Q3 | $213K | Buy |
+5,885
| New | +$213K | 0.07% | 140 |
|
|
2017
Q3 | – | Sell |
-108
| Closed | -$3K | – | 859 |
|
|
2017
Q2 | $3K | Buy |
+108
| New | +$3K | ﹤0.01% | 726 |
|