Spire Wealth Management’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 | $42.5K | Sell |
567
-140
| -20% | -$10.5K | ﹤0.01% | 1262 |
|
|
2025
Q1 | $48.1K | Sell |
707
-219
| -24% | -$14.9K | ﹤0.01% | 1295 |
|
|
2024
Q4 | $66.2K | Sell |
926
-67
| -7% | -$4.79K | ﹤0.01% | 1173 |
|
|
2024
Q3 | $69.5K | Buy |
993
+235
| +31% | +$16.5K | ﹤0.01% | 1035 |
|
|
2024
Q2 | $50.3K | Sell |
758
-313
| -29% | -$20.8K | ﹤0.01% | 1120 |
|
|
2024
Q1 | $68.7K | Hold |
1,071
| – | – | ﹤0.01% | 1111 |
|
|
2023
Q4 | $63.3K | Sell |
1,071
-699
| -39% | -$41.3K | ﹤0.01% | 1123 |
|
|
2023
Q3 | $92.9K | Hold |
1,770
| – | – | ﹤0.01% | 977 |
|
|
2023
Q2 | $96.4K | Sell |
1,770
-458
| -21% | -$24.9K | ﹤0.01% | 983 |
|
|
2023
Q1 | $112K | Sell |
2,228
-3,656
| -62% | -$184K | ﹤0.01% | 934 |
|
|
2022
Q4 | $278K | Buy |
5,884
+1,588
| +37% | +$75K | 0.02% | 477 |
|
|
2022
Q3 | $189K | Sell |
4,296
-6,403
| -60% | -$282K | 0.01% | 542 |
|
|
2022
Q2 | $497K | Sell |
10,699
-11,227
| -51% | -$522K | 0.02% | 474 |
|
|
2022
Q1 | $1.22M | Sell |
21,926
-374
| -2% | -$20.8K | 0.03% | 352 |
|
|
2021
Q4 | $1.3M | Sell |
22,300
-3,778
| -14% | -$221K | 0.03% | 398 |
|
|
2021
Q3 | $1.38M | Buy |
26,078
+5
| +0% | +$265 | 0.04% | 343 |
|
|
2021
Q2 | $1.38M | Sell |
26,073
-1,064
| -4% | -$56.4K | 0.04% | 350 |
|
|
2021
Q1 | $1.34M | Buy |
+27,137
| New | +$1.34M | 0.04% | 369 |
|