World Equity Group’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
$307K Sell
4,097
-1,383
-25% -$104K 0.08% 241
2025
Q1
$373K Sell
5,480
-7,224
-57% -$491K 0.11% 193
2024
Q4
$907K Buy
+12,704
New +$907K 0.19% 113
2024
Q3
Sell
-17,033
Closed -$1.13M 310
2024
Q2
$1.13M Sell
17,033
-302
-2% -$20K 0.34% 85
2024
Q1
$1.11M Sell
17,335
-309
-2% -$19.8K 0.23% 112
2023
Q4
$1.03M Buy
17,644
+1,491
+9% +$87.1K 0.21% 110
2023
Q3
$848K Sell
16,153
-36,508
-69% -$1.92M 0.18% 131
2023
Q2
$2.87M Sell
52,661
-278,211
-84% -$15.1M 0.84% 19
2023
Q1
$8.16M Buy
330,872
+275,654
+499% +$6.8M 1.22% 12
2022
Q4
$2.61M Sell
55,218
-41,695
-43% -$1.97M 0.62% 46
2022
Q3
$4.27M Buy
96,913
+35,305
+57% +$1.56M 1.08% 18
2022
Q2
$2.86M Sell
61,608
-42,096
-41% -$1.96M 0.72% 32
2022
Q1
$5.76M Buy
+103,704
New +$5.76M 1.24% 12