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 |
|