AWM
Austin 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
Q2 | $4.65M | Sell |
60,738
-5,295
| -8% | -$405K | 0.83% | 31 |
|
|
2025
Q1 | $4.39M | Buy |
66,033
+31
| +0% | +$2.06K | 0.88% | 30 |
|
|
2024
Q4 | $4.81M | Sell |
66,002
-649
| -1% | -$47.3K | 1% | 29 |
|
|
2024
Q3 | $4.62M | Buy |
66,651
+189
| +0.3% | +$13.1K | 1.01% | 29 |
|
|
2024
Q2 | $4.51M | Sell |
66,462
-8
| -0% | -$543 | 1.06% | 29 |
|
|
2024
Q1 | $4.31M | Sell |
66,470
-2,076
| -3% | -$135K | 1.07% | 29 |
|
|
2023
Q4 | $4.19M | Sell |
68,546
-4,269
| -6% | -$261K | 1.12% | 27 |
|
|
2023
Q3 | $4.06M | Buy |
+72,815
| New | +$4.06M | 1.26% | 24 |
|