US 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
Q1 | $792K | Buy |
11,645
+294
| +3% | +$20K | 0.23% | 45 |
|
|
2024
Q4 | $811K | Sell |
11,351
-298
| -3% | -$21.3K | 0.25% | 44 |
|
|
2024
Q3 | $816K | Sell |
11,649
-108
| -0.9% | -$7.57K | 0.25% | 43 |
|
|
2024
Q2 | $780K | Buy |
11,757
+293
| +3% | +$19.4K | 0.26% | 45 |
|
|
2024
Q1 | $735K | Buy |
11,464
+558
| +5% | +$35.8K | 0.25% | 44 |
|
|
2023
Q4 | $637K | Sell |
10,906
-560
| -5% | -$32.7K | 0.24% | 44 |
|
|
2023
Q3 | $602K | Sell |
11,466
-1,023
| -8% | -$53.7K | 0.25% | 44 |
|
|
2023
Q2 | $680K | Buy |
12,489
+651
| +5% | +$35.4K | 0.29% | 39 |
|
|
2023
Q1 | $597K | Buy |
11,838
+243
| +2% | +$12.3K | 0.27% | 43 |
|
|
2022
Q4 | $548K | Sell |
11,595
-4,560
| -28% | -$216K | 0.28% | 42 |
|
|
2022
Q3 | $713K | Buy |
16,155
+7,005
| +77% | +$309K | 0.4% | 30 |
|
|
2022
Q2 | $425K | Sell |
9,150
-151
| -2% | -$7.01K | 0.24% | 34 |
|
|
2022
Q1 | $517K | Buy |
9,301
+100
| +1% | +$5.56K | 0.25% | 35 |
|
|
2021
Q4 | $538K | Buy |
9,201
+2,468
| +37% | +$144K | 0.25% | 33 |
|
|
2021
Q3 | $357K | Buy |
6,733
+520
| +8% | +$27.6K | 0.18% | 39 |
|
|
2021
Q2 | $329K | Sell |
6,213
-3,830
| -38% | -$203K | 0.16% | 47 |
|
|
2021
Q1 | $494K | Buy |
10,043
+4,728
| +89% | +$233K | 0.14% | 80 |
|
|
2020
Q4 | $245K | Buy |
+5,315
| New | +$245K | 0.07% | 111 |
|