Successful Portfolios’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 | $489K | Buy |
6,529
+1
| +0% | +$75 | 0.3% | 69 |
|
|
2025
Q1 | $444K | Buy |
6,528
+2
| +0% | +$136 | 0.3% | 73 |
|
|
2024
Q4 | $466K | Buy |
6,526
+230
| +4% | +$16.4K | 0.31% | 68 |
|
|
2024
Q3 | $441K | Sell |
6,296
-925
| -13% | -$64.8K | 0.3% | 74 |
|
|
2024
Q2 | $479K | Buy |
7,221
+81
| +1% | +$5.37K | 0.33% | 62 |
|
|
2024
Q1 | $458K | Sell |
7,140
-5
| -0.1% | -$321 | 0.31% | 71 |
|
|
2023
Q4 | $418K | Hold |
7,145
| – | – | 0.31% | 74 |
|
|
2023
Q3 | $375K | Buy |
7,145
+315
| +5% | +$16.5K | 0.33% | 71 |
|
|
2023
Q2 | $372K | Hold |
6,830
| – | – | 0.32% | 73 |
|
|
2023
Q1 | $344K | Hold |
6,830
| – | – | 0.22% | 116 |
|
|
2022
Q4 | $323K | Sell |
6,830
-170
| -2% | -$8.04K | 0.21% | 125 |
|
|
2022
Q3 | $309K | Buy |
7,000
+750
| +12% | +$33.1K | 0.22% | 118 |
|
|
2022
Q2 | $291K | Buy |
6,250
+265
| +4% | +$12.3K | 0.2% | 134 |
|
|
2022
Q1 | $333K | Sell |
5,985
-505
| -8% | -$28.1K | 0.19% | 136 |
|
|
2021
Q4 | $379K | Buy |
6,490
+400
| +7% | +$23.4K | 0.21% | 121 |
|
|
2021
Q3 | $323K | Hold |
6,090
| – | – | 0.19% | 131 |
|
|
2021
Q2 | $323K | Hold |
6,090
| – | – | 0.2% | 130 |
|
|
2021
Q1 | $300K | Buy |
6,090
+1,000
| +20% | +$49.3K | 0.2% | 133 |
|
|
2020
Q4 | $235K | Hold |
5,090
| – | – | 0.17% | 147 |
|
|
2020
Q3 | $208K | Buy |
+5,090
| New | +$208K | 0.17% | 153 |
|
|
2020
Q1 | – | Sell |
-5,090
| Closed | -$203K | – | 168 |
|
|
2019
Q4 | $203K | Sell |
5,090
-900
| -15% | -$35.9K | 0.18% | 151 |
|
|
2019
Q3 | $220K | Buy |
5,990
+300
| +5% | +$11K | 0.21% | 132 |
|
|
2019
Q2 | $207K | Sell |
5,690
-100
| -2% | -$3.64K | 0.22% | 127 |
|
|
2019
Q1 | $204K | Buy |
+5,790
| New | +$204K | 0.22% | 127 |
|