Sequoia Financial Advisors’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 | $3.14M | Sell |
41,928
-3,158
| -7% | -$237K | 0.02% | 370 |
|
|
2025
Q1 | $3.07M | Buy |
45,086
+3,822
| +9% | +$260K | 0.02% | 352 |
|
|
2024
Q4 | $2.95M | Buy |
41,264
+933
| +2% | +$66.6K | 0.03% | 329 |
|
|
2024
Q3 | $2.83M | Buy |
40,331
+2,891
| +8% | +$203K | 0.03% | 302 |
|
|
2024
Q2 | $2.48M | Buy |
37,440
+1
| +0% | +$66 | 0.03% | 282 |
|
|
2024
Q1 | $2.4M | Hold |
37,439
| – | – | 0.03% | 296 |
|
|
2023
Q4 | $2.19M | Buy |
+37,439
| New | +$2.19M | 0.03% | 337 |
|