Axxcess 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 | $2.04M | Sell |
27,259
-93
| -0.3% | -$6.97K | 0.05% | 292 |
|
|
2025
Q1 | $1.86M | Buy |
27,352
+5,776
| +27% | +$393K | 0.05% | 277 |
|
|
2024
Q4 | $1.54M | Buy |
21,576
+2,128
| +11% | +$152K | 0.04% | 327 |
|
|
2024
Q3 | $1.36M | Buy |
19,448
+3,241
| +20% | +$227K | 0.03% | 329 |
|
|
2024
Q2 | $1.08M | Buy |
16,207
+11,872
| +274% | +$788K | 0.03% | 363 |
|
|
2024
Q1 | $278K | Sell |
4,335
-5,583
| -56% | -$358K | 0.01% | 690 |
|
|
2023
Q4 | $580K | Sell |
9,918
-58
| -0.6% | -$3.39K | 0.02% | 475 |
|
|
2023
Q3 | $524K | Buy |
9,976
+60
| +0.6% | +$3.15K | 0.02% | 458 |
|
|
2023
Q2 | $540K | Sell |
9,916
-67
| -0.7% | -$3.65K | 0.04% | 338 |
|
|
2023
Q1 | $503K | Buy |
9,983
+4,985
| +100% | +$251K | 0.04% | 368 |
|
|
2022
Q4 | $236K | Sell |
4,998
-6,234
| -56% | -$295K | 0.02% | 507 |
|
|
2022
Q3 | $495K | Sell |
11,232
-751
| -6% | -$33.1K | 0.05% | 318 |
|
|
2022
Q2 | $557K | Buy |
+11,983
| New | +$557K | 0.05% | 283 |
|