TI
Truepoint Inc’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 | $411K | Hold |
5,491
| – | – | 0.01% | 105 |
|
|
2025
Q1 | $373K | Sell |
5,491
-63
| -1% | -$4.29K | 0.01% | 102 |
|
|
2024
Q4 | $397K | Sell |
5,554
-123
| -2% | -$8.79K | 0.01% | 100 |
|
|
2024
Q3 | $398K | Buy |
5,677
+186
| +3% | +$13K | 0.01% | 103 |
|
|
2024
Q2 | $364K | Hold |
5,491
| – | – | 0.01% | 96 |
|
|
2024
Q1 | $352K | Hold |
5,491
| – | – | 0.01% | 102 |
|
|
2023
Q4 | $321K | Hold |
5,491
| – | – | 0.01% | 161 |
|
|
2023
Q3 | $288K | Sell |
5,491
-14
| -0.3% | -$735 | 0.01% | 151 |
|
|
2023
Q2 | $300K | Buy |
+5,505
| New | +$300K | 0.01% | 122 |
|
|
2020
Q1 | – | Sell |
-5,908
| Closed | -$235K | – | 103 |
|
|
2019
Q4 | $235K | Buy |
5,908
+60
| +1% | +$2.39K | 0.02% | 110 |
|
|
2019
Q3 | $215K | Buy |
5,848
+310
| +6% | +$11.4K | 0.02% | 104 |
|
|
2019
Q2 | $202K | Buy |
+5,538
| New | +$202K | 0.02% | 117 |
|