WealthPlan Investment Management’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 | $2.02M | Buy |
26,962
+409
| +2% | +$30.6K | 0.15% | 124 |
|
|
2025
Q1 | $1.81M | Sell |
26,553
-3,951
| -13% | -$269K | 0.18% | 106 |
|
|
2024
Q4 | $2.18M | Buy |
30,504
+21,438
| +236% | +$1.53M | 0.22% | 99 |
|
|
2024
Q3 | $635K | Buy |
+9,066
| New | +$635K | 0.06% | 144 |
|
|
2023
Q1 | – | Sell |
-27,659
| Closed | -$1.41M | – | 558 |
|
|
2022
Q4 | $1.41M | Buy |
27,659
+359
| +1% | +$18.4K | 0.1% | 148 |
|
|
2022
Q3 | $1.33M | Buy |
+27,300
| New | +$1.33M | 0.1% | 147 |
|
|
2022
Q1 | $1.33M | Buy |
+26,081
| New | +$1.33M | 0.09% | 145 |
|