Shepherd Financial Partners’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.7M | Buy |
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|
2025
Q1 | $48.2M | Sell |
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|
2024
Q4 | $106M | Buy |
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|
2024
Q3 | $104M | Buy |
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|
2024
Q2 | $96.7M | Sell |
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|
2024
Q1 | $93.9M | Buy |
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|
2023
Q4 | $85M | Sell |
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|
2023
Q3 | $77.5M | Sell |
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|
2023
Q2 | $81M | Buy |
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|
2023
Q1 | $74.1M | Buy |
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|
2022
Q4 | $67.9M | Buy |
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|
2022
Q3 | $62.4M | Buy |
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|
2022
Q2 | $65.6M | Buy |
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|
2022
Q1 | $77.4M | Buy |
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|
2021
Q4 | $80.8M | Buy |
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|
2021
Q3 | $72.2M | Buy |
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|
2021
Q2 | $70.9M | Sell |
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|
2021
Q1 | $66.1M | Buy |
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|
2020
Q4 | $60.7M | Sell |
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|
2020
Q3 | $61.5M | Buy |
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|
2020
Q2 | $55.3M | Buy |
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|
2020
Q1 | $46M | Buy |
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|
2019
Q4 | $55.8M | Buy |
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|
2019
Q3 | $50.2M | Sell |
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|
2019
Q2 | $81.1M | Buy |
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|
2019
Q1 | $76.6M | Sell |
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|
2018
Q4 | $68.3M | Buy |
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|
2018
Q3 | $69.4M | Sell |
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|
2018
Q2 | $69.7M | Buy |
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|
2018
Q1 | $64.4M | Sell |
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|
2017
Q4 | $65.4M | Sell |
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|
2017
Q3 | $65M | Sell |
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|
2017
Q2 | $62.9M | Buy |
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|
2017
Q1 | $55.3M | Buy |
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|
2016
Q4 | $48M | Buy |
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