Win 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-47,165
| Closed | -$3.03M | – | 73 |
|
|
2024
Q1 | $3.03M | Buy |
+47,165
| New | +$3.03M | 1.33% | 20 |
|
|
2023
Q1 | – | Sell |
-166
| Closed | -$7.85K | – | 132 |
|
|
2022
Q4 | $7.85K | Hold |
166
| – | – | ﹤0.01% | 106 |
|
|
2022
Q3 | $7K | Hold |
166
| – | – | ﹤0.01% | 104 |
|
|
2022
Q2 | $8K | Sell |
166
-2,184
| -93% | -$105K | 0.02% | 125 |
|
|
2022
Q1 | $131K | Sell |
2,350
-205,644
| -99% | -$11.5M | 0.03% | 76 |
|
|
2021
Q4 | $12.2M | Buy |
+207,994
| New | +$12.2M | 2.78% | 15 |
|