Sequent Planning’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 | $952K | Buy |
12,712
+7
| +0.1% | +$524 | 0.3% | 53 |
|
|
2025
Q1 | $864K | Buy |
12,705
+908
| +8% | +$61.8K | 0.31% | 53 |
|
|
2024
Q4 | $843K | Buy |
11,797
+672
| +6% | +$48K | 0.31% | 55 |
|
|
2024
Q3 | $779K | Buy |
11,125
+617
| +6% | +$43.2K | 0.27% | 68 |
|
|
2024
Q2 | $698K | Buy |
10,508
+705
| +7% | +$46.8K | 0.24% | 71 |
|
|
2024
Q1 | $629K | Buy |
+9,803
| New | +$629K | 0.23% | 80 |
|