Wade Financial Advisory’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 | $2.08M | Buy |
30,634
+3
| +0% | +$204 | 0.71% | 27 |
|
|
2024
Q4 | $2.19M | Buy |
30,631
+2
| +0% | +$143 | 0.74% | 24 |
|
|
2024
Q3 | $2.15M | Sell |
30,629
-353
| -1% | -$24.7K | 0.72% | 27 |
|
|
2024
Q2 | $2.06M | Buy |
30,982
+3
| +0% | +$199 | 0.74% | 26 |
|
|
2024
Q1 | $1.99M | Sell |
30,979
-266
| -0.9% | -$17.1K | 0.72% | 27 |
|
|
2023
Q4 | $1.83M | Sell |
31,245
-306
| -1% | -$17.9K | 0.69% | 30 |
|
|
2023
Q3 | $1.66M | Sell |
31,551
-83
| -0.3% | -$4.36K | 0.71% | 30 |
|
|
2023
Q2 | $1.72M | Buy |
31,634
+4
| +0% | +$218 | 0.68% | 31 |
|
|
2023
Q1 | $1.6M | Sell |
31,630
-34
| -0.1% | -$1.72K | 0.67% | 31 |
|
|
2022
Q4 | $1.5M | Sell |
31,664
-72
| -0.2% | -$3.41K | 0.68% | 32 |
|
|
2022
Q3 | $1.4M | Sell |
31,736
-266
| -0.8% | -$11.7K | 0.7% | 31 |
|
|
2022
Q2 | $1.49M | Sell |
32,002
-99
| -0.3% | -$4.6K | 0.71% | 31 |
|
|
2022
Q1 | $1.78M | Buy |
32,101
+11,129
| +53% | +$618K | 0.77% | 30 |
|
|
2021
Q4 | $1.23M | Sell |
20,972
-646
| -3% | -$37.8K | 0.64% | 31 |
|
|
2021
Q3 | $1.15M | Sell |
21,618
-1,421
| -6% | -$75.3K | 0.65% | 29 |
|
|
2021
Q2 | $1.22M | Sell |
23,039
-485
| -2% | -$25.7K | 0.67% | 29 |
|
|
2021
Q1 | $1.16M | Sell |
23,524
-213
| -0.9% | -$10.5K | 0.73% | 28 |
|
|
2020
Q4 | $1.09M | Sell |
23,737
-159
| -0.7% | -$7.33K | 0.73% | 28 |
|
|
2020
Q3 | $977K | Buy |
23,896
+269
| +1% | +$11K | 0.77% | 31 |
|
|
2020
Q2 | $893K | Buy |
23,627
+3,743
| +19% | +$141K | 0.77% | 31 |
|
|
2020
Q1 | $625K | Buy |
19,884
+27
| +0.1% | +$849 | 0.62% | 34 |
|
|
2019
Q4 | $792K | Buy |
+19,857
| New | +$792K | 0.7% | 27 |
|