BWA
Beam 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 | $4.88M | Sell |
65,165
-447
| -0.7% | -$33.5K | 1.45% | 15 |
|
|
2025
Q1 | $4.46M | Buy |
65,612
+172
| +0.3% | +$11.7K | 1.51% | 13 |
|
|
2024
Q4 | $4.67M | Buy |
65,440
+183
| +0.3% | +$13.1K | 1.48% | 16 |
|
|
2024
Q3 | $4.57M | Sell |
65,257
-371
| -0.6% | -$26K | 1.39% | 15 |
|
|
2024
Q2 | $4.35M | Buy |
+65,628
| New | +$4.35M | 1.45% | 15 |
|
|
2020
Q1 | – | Sell |
-11,187
| Closed | -$446K | – | 171 |
|
|
2019
Q4 | $446K | Buy |
+11,187
| New | +$446K | 0.42% | 75 |
|