PFA
Professional Financial Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118M | Buy |
1,579,615
+30,672
| +2% | +$2.3M | 27.44% | 1 |
|
|
2025
Q1 | $105M | Buy |
1,548,943
+23,352
| +2% | +$1.59M | 26.75% | 1 |
|
|
2024
Q4 | $109M | Buy |
1,525,591
+20,833
| +1% | +$1.49M | 27.91% | 1 |
|
|
2024
Q3 | $105M | Buy |
1,504,758
+15,058
| +1% | +$1.05M | 27.33% | 1 |
|
|
2024
Q2 | $98.8M | Buy |
1,489,700
+17,199
| +1% | +$1.14M | 27.29% | 1 |
|
|
2024
Q1 | $94.5M | Buy |
1,472,501
+203,145
| +16% | +$13M | 27.03% | 1 |
|
|
2023
Q4 | $74.2M | Buy |
1,269,356
+21,445
| +2% | +$1.25M | 24.56% | 1 |
|
|
2023
Q3 | $65.5M | Buy |
1,247,911
+8,223
| +0.7% | +$432K | 29.64% | 1 |
|
|
2023
Q2 | $67.5M | Buy |
1,239,688
+163,353
| +15% | +$8.89M | 34.89% | 1 |
|
|
2023
Q1 | $59.8M | Sell |
1,076,335
-22,988
| -2% | -$1.28M | 35.32% | 1 |
|
|
2022
Q4 | $52M | Buy |
1,099,323
+35,974
| +3% | +$1.7M | 35.19% | 1 |
|
|
2022
Q3 | $46.9M | Buy |
1,063,349
+10,924
| +1% | +$482K | 28.93% | 1 |
|
|
2022
Q2 | $48.9M | Sell |
1,052,425
-23,910
| -2% | -$1.11M | 27.31% | 1 |
|
|
2022
Q1 | $59.8M | Buy |
1,076,335
+193,008
| +22% | +$10.7M | 25.82% | 1 |
|
|
2021
Q4 | $51.6M | Buy |
883,327
+13,709
| +2% | +$801K | 22.32% | 1 |
|
|
2021
Q3 | $46.1M | Buy |
869,618
+390,243
| +81% | +$20.7M | 26.39% | 1 |
|
|
2021
Q2 | $25.4M | Buy |
479,375
+76,195
| +19% | +$4.03M | 13.97% | 1 |
|
|
2021
Q1 | $19.8M | Buy |
403,180
+251,904
| +167% | +$12.4M | 12.32% | 1 |
|
|
2020
Q4 | $6.97M | Buy |
151,276
+6,040
| +4% | +$278K | 5.49% | 4 |
|
|
2020
Q3 | $5.8M | Sell |
145,236
-297
| -0.2% | -$11.9K | 5.41% | 4 |
|
|
2020
Q2 | $5.5M | Sell |
145,533
-64,141
| -31% | -$2.42M | 7.21% | 3 |
|
|
2020
Q1 | $7.44M | Buy |
209,674
+33,007
| +19% | +$1.17M | 13.45% | 1 |
|
|
2019
Q4 | $7.04M | Buy |
+176,667
| New | +$7.04M | 6.68% | 2 |
|