Priebe Wealth Holdings’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 | $1.32M | Sell |
17,655
-1,245
| -7% | -$93.2K | 1.14% | 21 |
|
|
2025
Q1 | $1.29M | Sell |
18,900
-6,805
| -26% | -$463K | 0.8% | 24 |
|
|
2024
Q4 | $1.84M | Sell |
25,705
-6,390
| -20% | -$456K | 1.24% | 13 |
|
|
2024
Q3 | $2.25M | Sell |
32,095
-6,190
| -16% | -$434K | 1.64% | 11 |
|
|
2024
Q2 | $2.54M | Buy |
38,285
+1,035
| +3% | +$68.7K | 2.01% | 10 |
|
|
2024
Q1 | $2.39M | Sell |
37,250
-480
| -1% | -$30.8K | 1.86% | 11 |
|
|
2023
Q4 | $2.21M | Buy |
+37,730
| New | +$2.21M | 1.81% | 11 |
|