Ritholtz Wealth Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$700K Buy
9,353
+2,384
+34% +$179K 0.02% 538
2025
Q1
$474K Sell
6,969
-2,446
-26% -$166K 0.01% 602
2024
Q4
$673K Sell
9,415
-922
-9% -$65.9K 0.02% 477
2024
Q3
$724K Sell
10,337
-7,411
-42% -$519K 0.02% 458
2024
Q2
$1.18M Buy
17,748
+1,357
+8% +$90K 0.04% 317
2024
Q1
$1.05M Buy
16,391
+12,332
+304% +$791K 0.04% 347
2023
Q4
$237K Buy
+4,059
New +$237K 0.01% 657