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 |
|