Steward Partners Investment Advisory’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 | $5.54K | Hold |
74
| – | – | ﹤0.01% | 3445 |
|
|
2025
Q1 | $5.03K | Hold |
74
| – | – | ﹤0.01% | 3379 |
|
|
2024
Q4 | $5.29K | Hold |
74
| – | – | ﹤0.01% | 3343 |
|
|
2024
Q3 | $5.18K | Hold |
74
| – | – | ﹤0.01% | 3177 |
|
|
2024
Q2 | $4.91K | Hold |
74
| – | – | ﹤0.01% | 3053 |
|
|
2024
Q1 | $4.75K | Hold |
74
| – | – | ﹤0.01% | 3061 |
|
|
2023
Q4 | $4.33K | Hold |
74
| – | – | ﹤0.01% | 3017 |
|
|
2023
Q3 | $3.88K | Hold |
74
| – | – | ﹤0.01% | 2908 |
|
|
2023
Q2 | $4.03K | Hold |
74
| – | – | ﹤0.01% | 2859 |
|
|
2023
Q1 | $3.73K | Hold |
74
| – | – | ﹤0.01% | 2881 |
|
|
2022
Q4 | $3.5K | Hold |
74
| – | – | ﹤0.01% | 2887 |
|
|
2022
Q3 | $3K | Hold |
74
| – | – | ﹤0.01% | 2972 |
|
|
2022
Q2 | $3K | Hold |
74
| – | – | ﹤0.01% | 2947 |
|
|
2022
Q1 | $4K | Hold |
74
| – | – | ﹤0.01% | 2980 |
|
|
2021
Q4 | $4K | Sell |
74
-31
| -30% | -$1.68K | ﹤0.01% | 2908 |
|
|
2021
Q3 | $6K | Hold |
105
| – | – | ﹤0.01% | 2772 |
|
|
2021
Q2 | $6K | Sell |
105
-132
| -56% | -$7.54K | ﹤0.01% | 6446 |
|
|
2021
Q1 | $11.7K | Buy |
237
+132
| +126% | +$6.49K | ﹤0.01% | 2720 |
|
|
2020
Q4 | $5K | Hold |
105
| – | – | ﹤0.01% | 2535 |
|
|
2020
Q3 | $4K | Hold |
105
| – | – | ﹤0.01% | 2452 |
|
|
2020
Q2 | $4K | Buy |
105
+74
| +239% | +$2.82K | ﹤0.01% | 2342 |
|
|
2020
Q1 | $0 | Sell |
31
-1,703
| -98% | – | ﹤0.01% | 2688 |
|
|
2019
Q4 | $69K | Buy |
1,734
+654
| +61% | +$26K | ﹤0.01% | 1270 |
|
|
2019
Q3 | $39K | Hold |
1,080
| – | – | ﹤0.01% | 1464 |
|
|
2019
Q2 | $39K | Buy |
+1,080
| New | +$39K | ﹤0.01% | 1432 |
|