Wilson & Boucher Capital 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 | $359K | Hold |
4,800
| – | – | 0.25% | 88 |
|
|
2025
Q1 | $326K | Hold |
4,800
| – | – | 0.24% | 91 |
|
|
2024
Q4 | $343K | Hold |
4,800
| – | – | 0.24% | 89 |
|
|
2024
Q3 | $336K | Hold |
4,800
| – | – | 0.23% | 89 |
|
|
2024
Q2 | $318K | Hold |
4,800
| – | – | 0.24% | 89 |
|
|
2024
Q1 | $308K | Hold |
4,800
| – | – | 0.24% | 88 |
|
|
2023
Q4 | $281K | Hold |
4,800
| – | – | 0.24% | 89 |
|
|
2023
Q3 | $252K | Hold |
4,800
| – | – | 0.24% | 87 |
|
|
2023
Q2 | $261K | Hold |
4,800
| – | – | 0.24% | 89 |
|
|
2023
Q1 | $242K | Hold |
4,800
| – | – | 0.23% | 93 |
|
|
2022
Q4 | $227K | Hold |
4,800
| – | – | 0.23% | 92 |
|
|
2022
Q3 | $212K | Hold |
4,800
| – | – | 0.25% | 88 |
|
|
2022
Q2 | $223K | Buy |
4,800
+100
| +2% | +$4.65K | 0.24% | 91 |
|
|
2022
Q1 | $261K | Hold |
4,700
| – | – | 0.24% | 92 |
|
|
2021
Q4 | $275K | Buy |
+4,700
| New | +$275K | 0.25% | 89 |
|