Squire Investment Management Company’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 | $937K | Buy |
12,509
+5,461
| +77% | +$409K | 0.35% | 37 |
|
|
2025
Q1 | $479K | Hold |
7,048
| – | – | 0.2% | 49 |
|
|
2024
Q4 | $503K | Hold |
7,048
| – | – | 0.22% | 50 |
|
|
2024
Q3 | $494K | Hold |
7,048
| – | – | 0.23% | 47 |
|
|
2024
Q2 | $468K | Hold |
7,048
| – | – | 0.27% | 42 |
|
|
2024
Q1 | $452K | Buy |
7,048
+1
| +0% | +$64 | 0.28% | 42 |
|
|
2023
Q4 | $412K | Buy |
+7,047
| New | +$412K | 0.34% | 38 |
|