Vawter Financial’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 | – | Sell |
-5,626
| Closed | -$383K | – | 91 |
|
|
2025
Q1 | $383K | Sell |
5,626
-72
| -1% | -$4.9K | 0.21% | 67 |
|
|
2024
Q4 | $407K | Sell |
5,698
-121
| -2% | -$8.64K | 0.24% | 61 |
|
|
2024
Q3 | $408K | Hold |
5,819
| – | – | 0.25% | 58 |
|
|
2024
Q2 | $386K | Sell |
5,819
-210
| -3% | -$13.9K | 0.27% | 57 |
|
|
2024
Q1 | $387K | Sell |
6,029
-230
| -4% | -$14.8K | 0.28% | 52 |
|
|
2023
Q4 | $366K | Sell |
6,259
-58
| -0.9% | -$3.39K | 0.29% | 48 |
|
|
2023
Q3 | $332K | Sell |
6,317
-733
| -10% | -$38.5K | 0.38% | 47 |
|
|
2023
Q2 | $384K | Buy |
+7,050
| New | +$384K | 0.33% | 47 |
|