Sowell Financial Services’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 | $707K | Buy |
9,441
+1,018
| +12% | +$76.2K | 0.03% | 514 |
|
|
2025
Q1 | $573K | Buy |
+8,423
| New | +$573K | 0.03% | 552 |
|
|
2023
Q2 | – | Sell |
-9,108
| Closed | -$459K | – | 794 |
|
|
2023
Q1 | $459K | Sell |
9,108
-1,226
| -12% | -$61.8K | 0.04% | 455 |
|
|
2022
Q4 | $489K | Buy |
+10,334
| New | +$489K | 0.03% | 432 |
|
|
2022
Q1 | – | Sell |
-15,477
| Closed | -$905K | – | 467 |
|
|
2021
Q4 | $905K | Buy |
15,477
+1,673
| +12% | +$97.8K | 0.05% | 349 |
|
|
2021
Q3 | $731K | Sell |
13,804
-1,230
| -8% | -$65.1K | 0.05% | 340 |
|
|
2021
Q2 | $796K | Buy |
15,034
+475
| +3% | +$25.2K | 0.05% | 349 |
|
|
2021
Q1 | $756K | Sell |
14,559
-9,107
| -38% | -$473K | 0.03% | 497 |
|
|
2020
Q4 | $1.09M | Buy |
23,666
+14,724
| +165% | +$679K | 0.05% | 312 |
|
|
2020
Q3 | $366K | Sell |
8,942
-198,835
| -96% | -$8.14M | 0.02% | 547 |
|
|
2020
Q2 | $7.85M | Buy |
207,777
+45,987
| +28% | +$1.74M | 0.43% | 55 |
|
|
2020
Q1 | $5.09M | Buy |
161,790
+144,080
| +814% | +$4.53M | 0.38% | 63 |
|
|
2019
Q4 | $706K | Sell |
17,710
-17,644
| -50% | -$703K | 0.05% | 351 |
|
|
2019
Q3 | $1.3M | Buy |
+35,354
| New | +$1.3M | 0.11% | 200 |
|
|
2019
Q1 | $463K | Sell |
13,168
-3,995
| -23% | -$140K | 0.05% | 349 |
|
|
2018
Q4 | $531K | Buy |
+17,163
| New | +$531K | 0.08% | 263 |
|