AWM
Adams Wealth Management’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
Q1 | $393K | Buy |
5,785
+931
| +19% | +$63.3K | 0.08% | 100 |
|
|
2024
Q4 | $347K | Sell |
4,854
-422
| -8% | -$30.1K | 0.07% | 97 |
|
|
2024
Q3 | $370K | Buy |
5,276
+418
| +9% | +$29.3K | 0.08% | 96 |
|
|
2024
Q2 | $322K | Sell |
4,858
-985
| -17% | -$65.4K | 0.07% | 96 |
|
|
2024
Q1 | $375K | Buy |
5,843
+1,926
| +49% | +$124K | 0.09% | 86 |
|
|
2023
Q4 | $229K | Sell |
3,917
-2,766
| -41% | -$162K | 0.07% | 90 |
|
|
2023
Q3 | $351K | Buy |
6,683
+1,850
| +38% | +$97.1K | 0.12% | 78 |
|
|
2023
Q2 | $263K | Buy |
4,833
+760
| +19% | +$41.4K | 0.08% | 91 |
|
|
2023
Q1 | $205K | Buy |
+4,073
| New | +$205K | 0.07% | 97 |
|