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 |
|