SFPM
Sensible Financial Planning & Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,084
| Closed | -$216K | – | 43 |
|
|
2024
Q3 | $216K | Buy |
+3,084
| New | +$216K | 0.04% | 50 |
|
|
2022
Q2 | – | Sell |
-3,637
| Closed | -$202K | – | 53 |
|
|
2022
Q1 | $202K | Sell |
3,637
-180
| -5% | -$10K | 0.05% | 43 |
|
|
2021
Q4 | $223K | Buy |
3,817
+20
| +0.5% | +$1.17K | 0.06% | 43 |
|
|
2021
Q3 | $201K | Buy |
+3,797
| New | +$201K | 0.07% | 44 |
|
|
2016
Q4 | – | Sell |
-152
| Closed | -$25K | – | 60 |
|
|
2016
Q3 | $25K | Sell |
152
-279
| -65% | -$45.9K | 0.02% | 45 |
|
|
2016
Q2 | $67K | Hold |
431
| – | – | 0.05% | 39 |
|
|
2016
Q1 | $66K | Hold |
431
| – | – | 0.05% | 38 |
|
|
2015
Q4 | $66K | Hold |
431
| – | – | 0.05% | 41 |
|
|
2015
Q3 | $61K | Hold |
431
| – | – | 0.05% | 42 |
|
|
2015
Q2 | $67K | Buy |
+431
| New | +$67K | 0.06% | 40 |
|
|
2015
Q1 | – | Sell |
-537
| Closed | -$83K | – | 58 |
|
|
2014
Q4 | $83K | Hold |
537
| – | – | 0.08% | 39 |
|
|
2014
Q3 | $79K | Buy |
+537
| New | +$79K | 0.07% | 35 |
|