Trademark Financial Management’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 | $271K | Sell |
3,623
-107
| -3% | -$8.01K | 0.17% | 77 |
|
|
2025
Q1 | $254K | Buy |
3,730
+40
| +1% | +$2.72K | 0.19% | 81 |
|
|
2024
Q4 | $264K | Buy |
3,690
+237
| +7% | +$16.9K | 0.21% | 79 |
|
|
2024
Q3 | $242K | Sell |
3,453
-22
| -0.6% | -$1.54K | 0.19% | 80 |
|
|
2024
Q2 | $231K | Buy |
3,475
+6
| +0.2% | +$398 | 0.19% | 81 |
|
|
2024
Q1 | $223K | Buy |
+3,469
| New | +$223K | 0.18% | 75 |
|