Sound Income Strategies’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 | $3.75K | Hold |
50
| – | – | ﹤0.01% | 1157 |
|
|
2025
Q1 | $3.4K | Hold |
50
| – | – | ﹤0.01% | 1140 |
|
|
2024
Q4 | $3.57K | Hold |
50
| – | – | ﹤0.01% | 1061 |
|
|
2024
Q3 | $3.5K | Sell |
50
-218
| -81% | -$15.3K | ﹤0.01% | 1025 |
|
|
2024
Q2 | $17.8K | Sell |
268
-145
| -35% | -$9.6K | ﹤0.01% | 650 |
|
|
2024
Q1 | $26.5K | Sell |
413
-23
| -5% | -$1.48K | ﹤0.01% | 546 |
|
|
2023
Q4 | $25.5K | Sell |
436
-227
| -34% | -$13.3K | ﹤0.01% | 540 |
|
|
2023
Q3 | $34.8K | Buy |
663
+417
| +170% | +$21.9K | ﹤0.01% | 344 |
|
|
2023
Q2 | $13.4K | Hold |
246
| – | – | ﹤0.01% | 513 |
|
|
2023
Q1 | $12.4K | Buy |
246
+196
| +392% | +$9.88K | ﹤0.01% | 510 |
|
|
2022
Q4 | $2.37K | Hold |
50
| – | – | ﹤0.01% | 742 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 737 |
|
|
2022
Q2 | $2K | Sell |
50
-1
| -2% | -$40 | ﹤0.01% | 752 |
|
|
2022
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 689 |
|
|
2021
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 682 |
|
|
2021
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 658 |
|
|
2021
Q2 | $3K | Sell |
51
-1,453
| -97% | -$85.5K | ﹤0.01% | 692 |
|
|
2021
Q1 | $74K | Buy |
1,504
+51
| +4% | +$2.51K | 0.01% | 184 |
|
|
2020
Q4 | $67K | Sell |
1,453
-363
| -20% | -$16.7K | 0.01% | 180 |
|
|
2020
Q3 | $74K | Buy |
1,816
+200
| +12% | +$8.15K | 0.02% | 151 |
|
|
2020
Q2 | $61K | Sell |
1,616
-18
| -1% | -$679 | 0.02% | 137 |
|
|
2020
Q1 | $51K | Sell |
1,634
-482
| -23% | -$15K | 0.02% | 124 |
|
|
2019
Q4 | $84K | Sell |
2,116
-47
| -2% | -$1.87K | 0.02% | 92 |
|
|
2019
Q3 | $79K | Sell |
2,163
-149
| -6% | -$5.44K | 0.02% | 93 |
|
|
2019
Q2 | $84K | Sell |
2,312
-258
| -10% | -$9.37K | 0.03% | 93 |
|
|
2019
Q1 | $90K | Sell |
2,570
-1,835
| -42% | -$64.3K | 0.04% | 90 |
|
|
2018
Q4 | $136K | Sell |
4,405
-993
| -18% | -$30.7K | 0.07% | 70 |
|
|
2018
Q3 | $195K | Buy |
5,398
+4,419
| +451% | +$160K | 0.1% | 59 |
|
|
2018
Q2 | $33K | Buy |
+979
| New | +$33K | 0.02% | 157 |
|