Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $25.2K | Hold |
480
| – | – | 0.01% | 326 |
|
|
2023
Q2 | $26.1K | Hold |
480
| – | – | 0.01% | 314 |
|
|
2023
Q1 | $24.2K | Hold |
480
| – | – | 0.01% | 285 |
|
|
2022
Q4 | $22.7K | Hold |
480
| – | – | 0.01% | 648 |
|
|
2022
Q3 | $21.2K | Hold |
480
| – | – | 0.01% | 642 |
|
|
2022
Q2 | $22.3K | Hold |
480
| – | – | 0.01% | 639 |
|
|
2022
Q1 | $26.7K | Hold |
480
| – | – | 0.01% | 614 |
|
|
2021
Q4 | $28.1K | Hold |
480
| – | – | 0.01% | 607 |
|
|
2021
Q3 | $25.4K | Hold |
480
| – | – | 0.01% | 621 |
|
|
2021
Q2 | $25.4K | Hold |
480
| – | – | 0.01% | 632 |
|
|
2021
Q1 | $23.6K | Sell |
480
-267
| -36% | -$13.1K | 0.01% | 623 |
|
|
2020
Q4 | $34.4K | Hold |
747
| – | – | 0.01% | 459 |
|
|
2020
Q3 | $30.5K | Hold |
747
| – | – | 0.01% | 428 |
|
|
2020
Q2 | $28.2K | Hold |
747
| – | – | 0.01% | 439 |
|
|
2020
Q1 | $23.5K | Sell |
747
-17
| -2% | -$535 | 0.01% | 435 |
|
|
2019
Q4 | $30.5K | Hold |
764
| – | – | 0.02% | 447 |
|
|
2019
Q3 | $28.1K | Buy |
764
+6
| +0.8% | +$220 | 0.02% | 471 |
|
|
2019
Q2 | $27.6K | Buy |
758
+11
| +1% | +$401 | 0.02% | 477 |
|
|
2019
Q1 | $26.3K | Hold |
747
| – | – | 0.02% | 490 |
|
|
2018
Q4 | $23.1K | Hold |
747
| – | – | 0.01% | 480 |
|
|
2018
Q3 | $27K | Buy |
747
+27
| +4% | +$977 | 0.02% | 478 |
|
|
2018
Q2 | $24.5K | Hold |
720
| – | – | 0.02% | 521 |
|
|
2018
Q1 | $23.6K | Hold |
720
| – | – | 0.02% | 506 |
|
|
2017
Q4 | $23.9K | Hold |
720
| – | – | 0.02% | 492 |
|
|
2017
Q3 | $22.5K | Hold |
720
| – | – | 0.02% | 507 |
|
|
2017
Q2 | $21.7K | Hold |
720
| – | – | 0.02% | 486 |
|
|
2017
Q1 | $21.2K | Hold |
720
| – | – | 0.02% | 498 |
|
|
2016
Q4 | $20.1K | Hold |
720
| – | – | 0.02% | 494 |
|
|
2016
Q3 | $19.4K | Hold |
720
| – | – | 0.02% | 466 |
|
|
2016
Q2 | $18.6K | Hold |
720
| – | – | 0.02% | 462 |
|
|
2016
Q1 | $18.3K | Buy |
+720
| New | +$18.3K | 0.02% | 457 |
|