Rockwood Wealth Management’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 | $523K | Sell |
6,979
-247
| -3% | -$18.5K | 0.05% | 61 |
|
|
2025
Q1 | $491K | Buy |
7,226
+1,463
| +25% | +$99.5K | 0.05% | 53 |
|
|
2024
Q4 | $413K | Hold |
5,763
| – | – | 0.04% | 56 |
|
|
2024
Q3 | $404K | Hold |
5,763
| – | – | 0.04% | 56 |
|
|
2024
Q2 | $382K | Sell |
5,763
-301
| -5% | -$20K | 0.05% | 59 |
|
|
2024
Q1 | $389K | Sell |
6,064
-1,208
| -17% | -$77.5K | 0.05% | 57 |
|
|
2023
Q4 | $425K | Sell |
7,272
-475
| -6% | -$27.8K | 0.06% | 52 |
|
|
2023
Q3 | $407K | Sell |
7,747
-2,697
| -26% | -$142K | 0.07% | 46 |
|
|
2023
Q2 | $569K | Sell |
10,444
-328
| -3% | -$17.9K | 0.1% | 41 |
|
|
2023
Q1 | $543K | Sell |
10,772
-410
| -4% | -$20.7K | 0.11% | 41 |
|
|
2022
Q4 | $529K | Sell |
11,182
-376
| -3% | -$17.8K | 0.12% | 41 |
|
|
2022
Q3 | $510K | Buy |
11,558
+21
| +0.2% | +$926 | 0.16% | 39 |
|
|
2022
Q2 | $536K | Sell |
11,537
-4,292
| -27% | -$199K | 0.25% | 33 |
|
|
2022
Q1 | $880K | Sell |
15,829
-3,191
| -17% | -$177K | 0.42% | 20 |
|
|
2021
Q4 | $1.11M | Buy |
+19,020
| New | +$1.11M | 0.49% | 21 |
|