Triumph Capital 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
$360K Sell
4,812
-266
-5% -$19.9K 0.11% 200
2025
Q1
$345K Buy
5,078
+12
+0.2% +$816 0.12% 195
2024
Q4
$362K Sell
5,066
-1,232
-20% -$88K 0.12% 190
2024
Q3
$441K Sell
6,298
-8,448
-57% -$592K 0.16% 147
2024
Q2
$978K Sell
14,746
-4,636
-24% -$308K 0.38% 65
2024
Q1
$1.24M Sell
19,382
-4,360
-18% -$279K 0.51% 43
2023
Q4
$1.39M Sell
23,742
-475
-2% -$27.8K 0.59% 38
2023
Q3
$1.27M Buy
24,217
+86
+0.4% +$4.51K 0.58% 39
2023
Q2
$1.31M Sell
24,131
-2,331
-9% -$127K 0.6% 37
2023
Q1
$1.33M Sell
26,462
-1,971
-7% -$99.4K 0.68% 30
2022
Q4
$1.34M Buy
28,433
+601
+2% +$28.4K 0.72% 29
2022
Q3
$1.23M Sell
27,832
-664
-2% -$29.3K 0.67% 35
2022
Q2
$1.32M Buy
28,496
+1,261
+5% +$58.6K 0.7% 36
2022
Q1
$1.51M Buy
27,235
+5,645
+26% +$314K 0.66% 32
2021
Q4
$1.26M Buy
21,590
+1,071
+5% +$62.6K 0.55% 43
2021
Q3
$1.09M Buy
20,519
+1,476
+8% +$78.2K 0.51% 45
2021
Q2
$1.02M Buy
+19,043
New +$1.02M 0.6% 40