U.S. Capital Wealth Advisors’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 | $719K | Buy |
9,607
+553
| +6% | +$41.4K | 0.02% | 511 |
|
|
2025
Q1 | $616K | Buy |
9,054
+2
| +0% | +$136 | 0.02% | 538 |
|
|
2024
Q4 | $647K | Hold |
9,052
| – | – | 0.02% | 508 |
|
|
2024
Q3 | $634K | Hold |
9,052
| – | – | 0.02% | 424 |
|
|
2024
Q2 | $601K | Hold |
9,052
| – | – | 0.02% | 420 |
|
|
2024
Q1 | $581K | Hold |
9,052
| – | – | 0.02% | 433 |
|
|
2023
Q4 | $529K | Hold |
9,052
| – | – | 0.02% | 442 |
|
|
2023
Q3 | $475K | Hold |
9,052
| – | – | 0.02% | 442 |
|
|
2023
Q2 | $493K | Sell |
9,052
-5,601
| -38% | -$305K | 0.02% | 446 |
|
|
2023
Q1 | $739K | Sell |
14,653
-28,006
| -66% | -$1.41M | 0.03% | 361 |
|
|
2022
Q4 | $2.02M | Hold |
42,659
| – | – | 0.09% | 202 |
|
|
2022
Q3 | $1.88M | Hold |
42,659
| – | – | 0.1% | 198 |
|
|
2022
Q2 | $1.98M | Buy |
42,659
+650
| +2% | +$30.2K | 0.09% | 219 |
|
|
2022
Q1 | $2.34M | Hold |
42,009
| – | – | 0.09% | 223 |
|
|
2021
Q4 | $2.46M | Hold |
42,009
| – | – | 0.1% | 225 |
|
|
2021
Q3 | $2.23M | Buy |
+42,009
| New | +$2.23M | 0.1% | 230 |
|