Redwood Financial Network’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 | $9.37M | Buy |
125,108
+2,133
| +2% | +$160K | 6.33% | 1 |
|
2025
Q1 | $8.36M | Buy |
122,975
+3,844
| +3% | +$261K | 6.37% | 1 |
|
2024
Q4 | $8.51M | Buy |
119,131
+11,800
| +11% | +$843K | 6.34% | 1 |
|
2024
Q3 | $7.52M | Buy |
107,331
+7,402
| +7% | +$519K | 5.88% | 1 |
|
2024
Q2 | $6.63M | Buy |
99,929
+7,534
| +8% | +$500K | 5.57% | 1 |
|
2024
Q1 | $5.93M | Buy |
92,395
+15,437
| +20% | +$990K | 5.16% | 1 |
|
2023
Q4 | $4.5M | Buy |
76,958
+4,247
| +6% | +$248K | 4.36% | 1 |
|
2023
Q3 | $3.82M | Buy |
72,711
+1,548
| +2% | +$81.3K | 4.04% | 1 |
|
2023
Q2 | $3.87M | Buy |
71,163
+11,331
| +19% | +$617K | 3.63% | 2 |
|
2023
Q1 | $3.02M | Buy |
59,832
+9,729
| +19% | +$491K | 3.07% | 4 |
|
2022
Q4 | $2.37M | Buy |
50,103
+14,382
| +40% | +$680K | 2.69% | 4 |
|
2022
Q3 | $1.58M | Buy |
35,721
+11,713
| +49% | +$517K | 1.8% | 9 |
|
2022
Q2 | $1.12M | Buy |
24,008
+7,681
| +47% | +$357K | 1.22% | 22 |
|
2022
Q1 | $907K | Buy |
+16,327
| New | +$907K | 0.84% | 40 |
|