SFG
Sunburst Financial Group’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
20,894
-46
| -0.2% | -$3.45K | 0.35% | 35 |
|
|
2025
Q1 | $1.42M | Sell |
20,940
-33
| -0.2% | -$2.24K | 0.35% | 35 |
|
|
2024
Q4 | $1.5M | Sell |
20,973
-116
| -0.6% | -$8.29K | 0.37% | 35 |
|
|
2024
Q3 | $1.48M | Hold |
21,089
| – | – | 0.37% | 37 |
|
|
2024
Q2 | $1.4M | Sell |
21,089
-376
| -2% | -$24.9K | 0.38% | 35 |
|
|
2024
Q1 | $1.37M | Buy |
21,465
+22
| +0.1% | +$1.41K | 0.39% | 35 |
|
|
2023
Q4 | $1.25M | Sell |
21,443
-1,143
| -5% | -$66.8K | 0.39% | 34 |
|
|
2023
Q3 | $1.19M | Sell |
22,586
-4
| -0% | -$210 | 0.42% | 33 |
|
|
2023
Q2 | $1.23M | Buy |
22,590
+8,671
| +62% | +$472K | 0.43% | 36 |
|
|
2023
Q1 | $702K | Buy |
13,919
+205
| +1% | +$10.3K | 0.26% | 47 |
|
|
2022
Q4 | $649K | Buy |
+13,714
| New | +$649K | 0.26% | 48 |
|