AWA
Alta Wealth Advisors’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 | $1.5M | Sell |
20,067
-52
| -0.3% | -$3.89K | 0.71% | 31 |
|
|
2025
Q1 | $1.37M | Buy |
20,119
+54
| +0.3% | +$3.67K | 0.63% | 37 |
|
|
2024
Q4 | $1.43M | Buy |
20,065
+893
| +5% | +$63.8K | 0.63% | 36 |
|
|
2024
Q3 | $1.34M | Buy |
19,172
+365
| +2% | +$25.6K | 0.61% | 42 |
|
|
2024
Q2 | $1.25M | Sell |
18,807
-109
| -0.6% | -$7.23K | 0.62% | 41 |
|
|
2024
Q1 | $1.21M | Sell |
18,916
-238
| -1% | -$15.3K | 0.62% | 42 |
|
|
2023
Q4 | $1.12M | Sell |
19,154
-18,995
| -50% | -$1.11M | 0.62% | 42 |
|
|
2023
Q3 | $2M | Buy |
38,149
+3,675
| +11% | +$193K | 1.23% | 22 |
|
|
2023
Q2 | $1.88M | Buy |
34,474
+1,474
| +4% | +$80.2K | 1.1% | 24 |
|
|
2023
Q1 | $1.66M | Sell |
33,000
-108
| -0.3% | -$5.45K | 1.05% | 25 |
|
|
2022
Q4 | $1.57M | Buy |
33,108
+9,714
| +42% | +$459K | 1.06% | 24 |
|
|
2022
Q3 | $1.03M | Buy |
23,394
+307
| +1% | +$13.5K | 0.74% | 33 |
|
|
2022
Q2 | $1.08M | Buy |
23,087
+1,239
| +6% | +$57.7K | 0.75% | 35 |
|
|
2022
Q1 | $1.21M | Buy |
21,848
+1,446
| +7% | +$80.3K | 0.72% | 38 |
|
|
2021
Q4 | $1.19M | Buy |
20,402
+14,980
| +276% | +$875K | 0.73% | 40 |
|
|
2021
Q3 | $287K | Buy |
5,422
+968
| +22% | +$51.2K | 0.21% | 124 |
|
|
2021
Q2 | $236K | Buy |
+4,454
| New | +$236K | 0.17% | 134 |
|