Prosperity Capital 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
$355K Sell
4,736
-601
-11% -$45K 0.03% 208
2025
Q1
$364K Buy
5,337
+44
+0.8% +$3K 0.03% 269
2024
Q4
$378K Sell
5,293
-17,346
-77% -$1.24M 0.03% 252
2024
Q3
$1.59M Sell
22,639
-221
-1% -$15.5K 0.14% 118
2024
Q2
$1.52M Sell
22,860
-6,557
-22% -$435K 0.17% 91
2024
Q1
$1.89M Sell
29,417
-7,885
-21% -$506K 0.22% 76
2023
Q4
$2.18M Sell
37,302
-6,532
-15% -$382K 0.24% 56
2023
Q3
$2.3M Sell
43,834
-804
-2% -$42.2K 0.3% 50
2023
Q2
$2.43M Buy
44,638
+6,205
+16% +$338K 0.34% 54
2023
Q1
$1.94M Buy
38,433
+12,709
+49% +$641K 0.3% 53
2022
Q4
$1.22M Buy
+25,724
New +$1.22M 0.37% 52