ZF
Zhang Financial’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Sell |
254,896
-11,652
| -4% | -$873K | 0.88% | 25 |
|
|
2025
Q1 | $18.1M | Buy |
266,548
+74,132
| +39% | +$5.04M | 0.96% | 22 |
|
|
2024
Q4 | $13.7M | Buy |
192,416
+14,405
| +8% | +$1.03M | 0.79% | 28 |
|
|
2024
Q3 | $12.5M | Buy |
178,011
+26,740
| +18% | +$1.87M | 0.79% | 23 |
|
|
2024
Q2 | $10M | Buy |
151,271
+15,712
| +12% | +$1.04M | 0.7% | 25 |
|
|
2024
Q1 | $8.7M | Buy |
135,559
+67,295
| +99% | +$4.32M | 0.64% | 28 |
|
|
2023
Q4 | $3.99M | Buy |
68,264
+47,941
| +236% | +$2.8M | 0.34% | 41 |
|
|
2023
Q3 | $1.07M | Buy |
20,323
+1,871
| +10% | +$98.7K | 0.11% | 108 |
|
|
2023
Q2 | $1M | Sell |
18,452
-2,815
| -13% | -$153K | 0.1% | 111 |
|
|
2023
Q1 | $1.07M | Buy |
21,267
+60
| +0.3% | +$3.03K | 0.12% | 105 |
|
|
2022
Q4 | $1M | Buy |
+21,207
| New | +$1M | 0.13% | 96 |
|