Summit Investment Advisory Services’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 | – | Sell |
-139,136
| Closed | -$9.46M | – | 102 |
|
|
2025
Q1 | $9.46M | Buy |
139,136
+1,423
| +1% | +$96.8K | 4.64% | 6 |
|
|
2024
Q4 | $9.84M | Buy |
137,713
+8,315
| +6% | +$594K | 5.07% | 5 |
|
|
2024
Q3 | $9.07M | Buy |
+129,398
| New | +$9.07M | 4.81% | 6 |
|
|
2024
Q2 | – | Sell |
-128,811
| Closed | -$8.26M | – | 88 |
|
|
2024
Q1 | $8.26M | Sell |
128,811
-1,859
| -1% | -$119K | 4.89% | 5 |
|
|
2023
Q4 | $7.64M | Buy |
130,670
+4,299
| +3% | +$251K | 4.81% | 5 |
|
|
2023
Q3 | $6.63M | Sell |
126,371
-12,504
| -9% | -$656K | 4.92% | 5 |
|
|
2023
Q2 | $7.56M | Buy |
138,875
+2,633
| +2% | +$143K | 5% | 5 |
|
|
2023
Q1 | $6.87M | Buy |
136,242
+6,946
| +5% | +$350K | 4.89% | 5 |
|
|
2022
Q4 | $6.11M | Buy |
+129,296
| New | +$6.11M | 7.4% | 2 |
|