United Capital Financial 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 | $9M | Sell |
120,213
-17,414
| -13% | -$1.3M | 0.07% | 212 |
|
|
2025
Q1 | $9.36M | Sell |
137,627
-18,035
| -12% | -$1.23M | 0.08% | 187 |
|
|
2024
Q4 | $11.1M | Sell |
155,662
-8,553
| -5% | -$611K | 0.09% | 166 |
|
|
2024
Q3 | $11.5M | Sell |
164,215
-8,728
| -5% | -$611K | 0.09% | 170 |
|
|
2024
Q2 | $11.5M | Sell |
172,943
-9,625
| -5% | -$639K | 0.1% | 164 |
|
|
2024
Q1 | $11.7M | Sell |
182,568
-24,827
| -12% | -$1.59M | 0.1% | 169 |
|
|
2023
Q4 | $12.1M | Sell |
207,395
-66,120
| -24% | -$3.86M | 0.1% | 167 |
|
|
2023
Q3 | $14.4M | Sell |
273,515
-19,547
| -7% | -$1.03M | 0.09% | 185 |
|
|
2023
Q2 | $16M | Sell |
293,062
-15,119
| -5% | -$823K | 0.09% | 185 |
|
|
2023
Q1 | $15.5M | Sell |
308,181
-14,715
| -5% | -$742K | 0.09% | 191 |
|
|
2022
Q4 | $15.3M | Sell |
322,896
-13,031
| -4% | -$616K | 0.09% | 200 |
|
|
2022
Q3 | $14.8M | Sell |
335,927
-4,408
| -1% | -$194K | 0.09% | 197 |
|
|
2022
Q2 | $15.8M | Sell |
340,335
-8,721
| -2% | -$405K | 0.09% | 199 |
|
|
2022
Q1 | $19.4M | Sell |
349,056
-985
| -0.3% | -$54.7K | 0.09% | 192 |
|
|
2021
Q4 | $20.5M | Sell |
350,041
-10,115
| -3% | -$591K | 0.09% | 195 |
|
|
2021
Q3 | $19.1M | Buy |
360,156
+2,261
| +0.6% | +$120K | 0.1% | 192 |
|
|
2021
Q2 | $19M | Buy |
357,895
+201
| +0.1% | +$10.6K | 0.1% | 197 |
|
|
2021
Q1 | $17.6M | Sell |
357,694
-80,526
| -18% | -$3.96M | 0.1% | 199 |
|
|
2020
Q4 | $20.2M | Sell |
438,220
-58,726
| -12% | -$2.71M | 0.12% | 175 |
|
|
2020
Q3 | $20.3M | Sell |
496,946
-17,960
| -3% | -$734K | 0.13% | 169 |
|
|
2020
Q2 | $19.5M | Buy |
514,906
+1,895
| +0.4% | +$71.6K | 0.14% | 158 |
|
|
2020
Q1 | $16.1M | Buy |
513,011
+42,237
| +9% | +$1.33M | 0.13% | 166 |
|
|
2019
Q4 | $18.8M | Buy |
470,774
+73,788
| +19% | +$2.94M | 0.12% | 205 |
|
|
2019
Q3 | $14.6M | Buy |
396,986
+155,204
| +64% | +$5.7M | 0.1% | 236 |
|
|
2019
Q2 | $8.82M | Buy |
241,782
+115,972
| +92% | +$4.23M | 0.06% | 313 |
|
|
2019
Q1 | $4.43M | Buy |
125,810
+34,800
| +38% | +$1.22M | 0.03% | 440 |
|
|
2018
Q4 | $2.81M | Buy |
+91,010
| New | +$2.81M | 0.02% | 486 |
|