Prosperity Financial Group’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
$922K Buy
12,306
+2,375
+24% +$178K 0.39% 64
2025
Q1
$675K Sell
9,931
-3,665
-27% -$249K 0.34% 75
2024
Q4
$971K Buy
13,596
+2,204
+19% +$157K 0.48% 53
2024
Q3
$798K Sell
11,392
-2,703
-19% -$189K 0.45% 59
2024
Q2
$935K Buy
14,095
+1,740
+14% +$115K 0.59% 47
2024
Q1
$793K Sell
12,355
-1,400
-10% -$89.8K 0.49% 52
2023
Q4
$804K Buy
13,755
+6,871
+100% +$402K 0.56% 44
2023
Q3
$361K Sell
6,884
-638
-8% -$33.5K 0.3% 76
2023
Q2
$409K Buy
+7,522
New +$409K 0.36% 67