Proficio Capital Partners’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 | $1.25M | Hold |
16,726
| – | – | 0.08% | 139 |
|
2025
Q1 | $1.14M | Hold |
16,726
| – | – | 0.09% | 116 |
|
2024
Q4 | $1.19M | Hold |
16,726
| – | – | 0.1% | 90 |
|
2024
Q3 | $1.17M | Hold |
16,726
| – | – | 0.12% | 89 |
|
2024
Q2 | $1.11M | Hold |
16,726
| – | – | 0.12% | 98 |
|
2024
Q1 | $1.07M | Hold |
16,726
| – | – | 0.12% | 103 |
|
2023
Q4 | $978K | Buy |
16,726
+4,936
| +42% | +$289K | 0.12% | 91 |
|
2023
Q3 | $619K | Hold |
11,790
| – | – | 0.08% | 128 |
|
2023
Q2 | $642K | Hold |
11,790
| – | – | 0.09% | 129 |
|
2023
Q1 | $595K | Hold |
11,790
| – | – | 0.09% | 127 |
|
2022
Q4 | $558K | Hold |
11,790
| – | – | 0.11% | 120 |
|
2022
Q3 | $520K | Hold |
11,790
| – | – | 0.1% | 124 |
|
2022
Q2 | $548K | Hold |
11,790
| – | – | 0.1% | 120 |
|
2022
Q1 | $655K | Hold |
11,790
| – | – | 0.1% | 110 |
|
2021
Q4 | $689K | Sell |
11,790
-1,750
| -13% | -$102K | 0.1% | 116 |
|
2021
Q3 | $717K | Hold |
13,540
| – | – | 0.09% | 115 |
|
2021
Q2 | $717K | Hold |
13,540
| – | – | 0.09% | 109 |
|
2021
Q1 | $666K | Hold |
13,540
| – | – | 0.09% | 104 |
|
2020
Q4 | $624K | Hold |
13,540
| – | – | 0.1% | 87 |
|
2020
Q3 | $554K | Hold |
13,540
| – | – | 0.1% | 86 |
|
2020
Q2 | $512K | Hold |
13,540
| – | – | 0.1% | 86 |
|
2020
Q1 | $426K | Hold |
13,540
| – | – | 0.11% | 92 |
|
2019
Q4 | $540K | Hold |
13,540
| – | – | 0.16% | 76 |
|
2019
Q3 | $497K | Hold |
13,540
| – | – | 0.19% | 69 |
|
2019
Q2 | $494K | Buy |
13,540
+6,240
| +85% | +$228K | 0.17% | 83 |
|
2019
Q1 | $257K | Buy |
+7,300
| New | +$257K | 0.09% | 110 |
|