Strategic Financial Planning’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 | $2.5M | Sell |
33,433
-18
| -0.1% | -$1.35K | 1.56% | 17 |
|
|
2025
Q1 | $2.27M | Buy |
33,451
+4
| +0% | +$272 | 1.57% | 17 |
|
|
2024
Q4 | $2.39M | Sell |
33,447
-13
| -0% | -$929 | 1.63% | 16 |
|
|
2024
Q3 | $2.34M | Sell |
33,460
-2,402
| -7% | -$168K | 1.55% | 17 |
|
|
2024
Q2 | $2.38M | Buy |
35,862
+2
| +0% | +$133 | 1.72% | 16 |
|
|
2024
Q1 | $2.3M | Sell |
35,860
-5
| -0% | -$321 | 1.72% | 17 |
|
|
2023
Q4 | $2.1M | Sell |
35,865
-32
| -0.1% | -$1.87K | 1.64% | 17 |
|
|
2023
Q3 | $1.88M | Sell |
35,897
-1,333
| -4% | -$70K | 1.74% | 16 |
|
|
2023
Q2 | $2.03M | Buy |
37,230
+40
| +0.1% | +$2.18K | 1.79% | 16 |
|
|
2023
Q1 | $1.88M | Buy |
37,190
+2
| +0% | +$101 | 1.71% | 16 |
|
|
2022
Q4 | $1.76M | Buy |
37,188
+822
| +2% | +$38.9K | 1.7% | 16 |
|
|
2022
Q3 | $1.6M | Sell |
36,366
-3,194
| -8% | -$141K | 1.67% | 16 |
|
|
2022
Q2 | $1.84M | Buy |
39,560
+1,229
| +3% | +$57.1K | 1.77% | 16 |
|
|
2022
Q1 | $2.13M | Sell |
38,331
-135
| -0.4% | -$7.5K | 1.77% | 16 |
|
|
2021
Q4 | $2.25M | Buy |
38,466
+4,586
| +14% | +$268K | 1.61% | 17 |
|
|
2021
Q3 | $1.8M | Buy |
33,880
+7
| +0% | +$371 | 1.31% | 19 |
|
|
2021
Q2 | $1.79M | Sell |
33,873
-4,553
| -12% | -$241K | 1.29% | 19 |
|
|
2021
Q1 | $1.89M | Buy |
38,426
+1,373
| +4% | +$67.5K | 1.41% | 18 |
|
|
2020
Q4 | $1.71M | Buy |
37,053
+3
| +0% | +$138 | 1.5% | 17 |
|
|
2020
Q3 | $1.52M | Sell |
37,050
-26
| -0.1% | -$1.06K | 1.58% | 16 |
|
|
2020
Q2 | $1.4M | Buy |
37,076
+11,445
| +45% | +$432K | 1.56% | 17 |
|
|
2020
Q1 | $806K | Buy |
+25,631
| New | +$806K | 1.07% | 19 |
|