Retirement Planning Group (Kansas)’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 | $336K | Hold |
4,482
| – | – | 0.01% | 248 |
|
|
2025
Q1 | $305K | Buy |
4,482
+160
| +4% | +$10.9K | 0.01% | 253 |
|
|
2024
Q4 | $309K | Hold |
4,322
| – | – | 0.02% | 235 |
|
|
2024
Q3 | $303K | Sell |
4,322
-5
| -0.1% | -$350 | 0.02% | 228 |
|
|
2024
Q2 | $287K | Hold |
4,327
| – | – | 0.02% | 200 |
|
|
2024
Q1 | $278K | Hold |
4,327
| – | – | 0.02% | 184 |
|
|
2023
Q4 | $253K | Sell |
4,327
-414
| -9% | -$24.2K | 0.02% | 160 |
|
|
2023
Q3 | $249K | Sell |
4,741
-454
| -9% | -$23.8K | 0.03% | 137 |
|
|
2023
Q2 | $283K | Sell |
5,195
-219
| -4% | -$11.9K | 0.03% | 133 |
|
|
2023
Q1 | $273K | Sell |
5,414
-73
| -1% | -$3.68K | 0.03% | 123 |
|
|
2022
Q4 | $259K | Buy |
5,487
+44
| +0.8% | +$2.08K | 0.03% | 120 |
|
|
2022
Q3 | $240K | Sell |
5,443
-697
| -11% | -$30.7K | 0.03% | 113 |
|
|
2022
Q2 | $285K | Buy |
6,140
+302
| +5% | +$14K | 0.04% | 91 |
|
|
2022
Q1 | $324K | Sell |
5,838
-278
| -5% | -$15.4K | 0.04% | 85 |
|
|
2021
Q4 | $357K | Buy |
6,116
+13
| +0.2% | +$759 | 0.03% | 81 |
|
|
2021
Q3 | $323K | Buy |
6,103
+30
| +0.5% | +$1.59K | 0.04% | 67 |
|
|
2021
Q2 | $322K | Buy |
6,073
+727
| +14% | +$38.5K | 0.04% | 67 |
|
|
2021
Q1 | $263K | Sell |
5,346
-625
| -10% | -$30.7K | 0.04% | 54 |
|
|
2020
Q4 | $275K | Buy |
+5,971
| New | +$275K | 0.04% | 52 |
|
|
2020
Q3 | – | Sell |
-12,249
| Closed | -$463K | – | 59 |
|
|
2020
Q2 | $463K | Sell |
12,249
-4,153
| -25% | -$157K | 0.09% | 46 |
|
|
2020
Q1 | $516K | Sell |
16,402
-3,804
| -19% | -$120K | 0.12% | 34 |
|
|
2019
Q4 | $805K | Buy |
20,206
+1,655
| +9% | +$65.9K | 0.16% | 35 |
|
|
2019
Q3 | $682K | Sell |
18,551
-302
| -2% | -$11.1K | 0.14% | 36 |
|
|
2019
Q2 | $687K | Buy |
18,853
+976
| +5% | +$35.6K | 0.16% | 34 |
|
|
2019
Q1 | $629K | Buy |
17,877
+7,904
| +79% | +$278K | 0.15% | 36 |
|
|
2018
Q4 | $308K | Buy |
+9,973
| New | +$308K | 0.08% | 50 |
|