RHP
Royal Harbor Partners’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Sell |
237,781
-9,604
| -4% | -$719K | 6.51% | 4 |
|
|
2025
Q1 | $16.8M | Sell |
247,385
-314,215
| -56% | -$21.4M | 6.52% | 4 |
|
|
2024
Q4 | $40.1M | Sell |
561,600
-420
| -0.1% | -$30K | 15.15% | 1 |
|
|
2024
Q3 | $39.4M | Buy |
562,020
+7,088
| +1% | +$497K | 15.31% | 1 |
|
|
2024
Q2 | $36.8M | Sell |
554,932
-8,142
| -1% | -$540K | 15.24% | 1 |
|
|
2024
Q1 | $36.1M | Sell |
563,074
-124,936
| -18% | -$8.01M | 15.74% | 1 |
|
|
2023
Q4 | $40.2M | Buy |
688,010
+18,710
| +3% | +$1.09M | 18.68% | 1 |
|
|
2023
Q3 | $35.1M | Buy |
+669,300
| New | +$35.1M | 18.29% | 1 |
|