Wrenne Financial Planning’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 | $1.86M | Sell |
24,820
-434
| -2% | -$32.5K | 0.87% | 19 |
|
|
2025
Q1 | $1.72M | Sell |
25,254
-70
| -0.3% | -$4.76K | 0.91% | 20 |
|
|
2024
Q4 | $1.81M | Sell |
25,324
-426
| -2% | -$30.4K | 1.03% | 18 |
|
|
2024
Q3 | $1.8M | Buy |
25,750
+740
| +3% | +$51.8K | 1.07% | 18 |
|
|
2024
Q2 | $1.66M | Sell |
25,010
-356
| -1% | -$23.6K | 1.14% | 18 |
|
|
2024
Q1 | $1.63M | Sell |
25,366
-1,991
| -7% | -$128K | 1.2% | 18 |
|
|
2023
Q4 | $1.6M | Buy |
+27,357
| New | +$1.6M | 1.36% | 18 |
|